Financial Planning Advisor

2 weeks ago


Edmonton, Alberta, Canada Disability Solutions Full time
Job Summary
Disability Solutions is seeking a motivated Financial Planner to join our team. As a key member of our team, you will be responsible for developing and maintaining strong relationships with clients, providing expert financial planning advice, and delivering exceptional customer service.

Key Responsibilities:
  • Conduct financial needs analysis to identify client goals and objectives.
  • Develop personalized financial plans, including investment strategies and retirement planning.
  • Provide ongoing support and guidance to clients throughout the planning process.


Requirements and Qualifications:
  • Degree in finance, accounting, or a related field.
  • 2+ years of experience in financial planning, preferably in the investment industry.
  • Certified Financial Planner (CFP) designation or near completion.


Compensation and Benefits:
  • A competitive salary range of $65,000 - $85,000 per year, based on experience.
  • A comprehensive benefits package, including health, dental, and vision insurance.
  • Ongoing training and professional development opportunities.


  • Edmonton, Alberta, Canada Arrow Financial Business Full time

    About the Role:As a Senior Financial Advisor with Arrow Financial Business, you will play a key role in helping our customers achieve their financial goals. This exciting opportunity is based in Edmonton, Alberta, and offers a unique chance to work with a leading bank in the Americas.Key Responsibilities:Building comprehensive financial plans for our...


  • Edmonton, Alberta, Canada Arrow Financial Business Full time

    At Arrow Financial Business, we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. As an essential member of the Canadian Banking Branch network, our focus...


  • Edmonton, Alberta, Canada University of Alberta Full time

    About the RoleWe are seeking a highly skilled and experienced Strategic Financial Advisor to join our team at the University of Alberta.Key ResponsibilitiesProvide expert financial guidance to senior leaders, faculty, and staff on financial matters, including interpretation of university policies and procedures.Participate in strategic planning processes and...


  • Edmonton, Alberta, Canada National Bank Full time

    Job OverviewA dynamic and challenging role awaits you as a Lead Financial Services Advisor at National Bank. With a focus on delivering exceptional client experiences, you will have the opportunity to live your ambitions and make a positive impact on the lives of your clients and colleagues.This is a varied role that allows you to adopt a friendly approach...


  • Edmonton, Alberta, Canada University of Alberta Full time

    University of Alberta invites applications for a Finance Business Partner position in our Finance department.About the RoleThis is a full-time continuing position offering a comprehensive benefits package and an annual salary range of $67,159 - $111,927.Job DescriptionAs a Strategic Financial Solutions Advisor, you will provide professional-level financial...


  • Edmonton, Alberta, Canada CWB Financial Group Full time

    At CWB Financial Group, we strive to build value for our stakeholders. Our core focus is to become the best full-service bank for business owners in Canada. To achieve this, we deliver a proactive client experience through highly personalized service, specialized expertise, and customized solutions.The Cash Management Specialist plays a key role in our...


  • Edmonton, Alberta, Canada TD Bank Full time

    TD Wealth ManagementWe are seeking a highly skilled Wealth Planning Specialist to join our team in Edmonton, Alberta, Canada. As a key member of Private Wealth Management, you will be responsible for partnering with TD advisors to deliver high-value customized guidance on retirement, tax, estate, and overall wealth planning to High Net Worth (HNW) clients of...


  • Edmonton, Alberta, Canada Arrow Financial Business Full time

    About the OpportunityWe are seeking a highly skilled Senior Financial Advisor to join our team in Edmonton, AB. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesTaking a proactive approach to discovering...


  • Edmonton, Alberta, Canada Scotiabank Full time

    About the OpportunityAs a Senior Financial Solutions Advisor at Scotiabank, you will have the chance to make a meaningful impact on our customers' futures. Our goal is to provide exceptional service and build long-lasting relationships with our clients.Key ResponsibilitiesTaking a proactive approach to understanding our customers' needs and providing...


  • Edmonton, Alberta, Canada BMO Financial Full time

    About the RoleWe are seeking a highly skilled Financial Services Consultant to join our team at BMO Financial Group.Key ResponsibilitiesDevelop and implement comprehensive financial plans to meet client goals and objectives.Analyze data and market trends to provide expert advice on investment strategies.Cultivate strong relationships with clients to...


  • Edmonton, Alberta, Canada western financial Full time

    Job OverviewWe are seeking a skilled Insurance Sales Representative to join our team at Western Financial in Camrose, Alberta. As an Insurance Advisor, you will be responsible for meeting sales targets through quotes and referrals of new business.


  • Edmonton, Alberta, Canada BMO Financial Full time

    Unlock Your Earning Potential as a BMO Financial PlannerAs a skilled and motivated individual, you have the opportunity to join BMO Financial Group and embark on a rewarding career as a Financial Planner. With a strong focus on delivering exceptional customer experiences and driving business growth, this role is ideal for those who thrive in fast-paced...


  • Edmonton, Alberta, Canada Scotiabank Full time

    About the OpportunityAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our clients.Job SummaryThis is an exciting opportunity to join our Canadian Banking Branch network as a Senior Financial...


  • Edmonton, Alberta, Canada Alberta Health Services Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at Alberta Health Services. This is a full-time opportunity that requires advanced expertise in financial analysis and planning.Key Responsibilities:Prepare, analyze, and report on financial information in accordance with general accounting practices and AHS...


  • Edmonton, Alberta, Canada Equation Staffing Solutions Full time

    Senior Financial Analyst Opportunity in Downtown CalgaryWe are seeking a highly skilled Senior Financial Analyst to join our client's team in downtown Calgary for a 2-month period. This role will involve providing support with short and long-range planning, aiding in strategic decision-making, and operations.The ideal candidate will have a Bachelor's degree...


  • Edmonton, Alberta, Canada TD Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Services Professional to join our team as a Portfolio Management Advisor.This is a dynamic and challenging role that requires strong analytical skills, excellent communication abilities, and a deep understanding of financial markets.


  • Edmonton, Alberta, Canada MacEwan University Full time

    Job SummaryWe are seeking a skilled Senior Financial Analyst to join our Capital Planning, Projects and Asset Management department at MacEwan University.


  • Edmonton, Alberta, Canada Edward Jones Full time

    About Edward JonesWe're a financial services firm where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.


  • Edmonton, Alberta, Canada CANUS ADVISORS LTD.] Full time

    Job DescriptionWe are seeking a detail-oriented and organized Financial Accounting Specialist to join our team at CANUS ADVISORS LTD. The successful candidate will be responsible for performing various accounting tasks, including data entry, reconciliations, and financial analysis.ResponsibilitiesAccurately record and reconcile financial transactions in a...


  • Edmonton, Alberta, Canada Financière Sun Life Full time

    Discover a fulfilling career as a Financial Planner at Financière Sun Life. We offer a dynamic work environment where you can make a difference in the lives of individuals, families, and communities worldwide.About the RoleThis is an advisory role that requires a blend of technical ability and outstanding communication skills to provide estate and financial...