Current jobs related to Senior Financial Planning Advisor - Calgary, Alberta - Fidelity Canada

  • Senior Financial Advisor

    3 weeks ago

    Calgary, Alberta, Canada beBee Professionals Full time

    Job Title: Senior Financial AdvisorLocation: Calgary, CanadaCompany: beBee ProfessionalsJob Description:beBee Professionals is seeking a skilled Senior Financial Advisor to lead our deal sourcing and origination efforts in Calgary. The ideal candidate will possess a Bachelor's degree in finance or a related field and at least 5 years of experience in a...

  • Senior Financial Advisor

    1 month ago

    Calgary, Alberta, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing expert financial advice and guidance to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct financial needs assessments and...

  • Senior Financial Advisor

    1 month ago

    Calgary, Alberta, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing expert financial advice and guidance to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct financial needs assessments and...

  • Senior Financial Advisor

    1 week ago

    Calgary, Alberta, Canada Scotiabank Full time

    Requisition ID: 208903Our team of customer-centric Advisors at Scotiabank is committed to delivering exceptional service throughout the customer's journey. As a Senior Financial Advisor, you will be an essential member of the Canadian Banking Branch network, providing proactive approaches to discovering customer needs, educating customers on relevant...

  • Financial Planning Specialist

    3 weeks ago

    Calgary, Alberta, Canada J&H Financial Corp Full time

    J&H Financial Corp is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial planning and analysis, with the ability to develop and implement comprehensive financial plans for clients.The successful candidate will have a bachelor's degree and at least 1 year of experience in the...

  • Senior Advisor Coach

    3 weeks ago

    Calgary, Alberta, Canada Western Financial Group Full time

    Job SummaryWe are seeking a highly skilled Senior Advisor Coach to join our team at Western Financial Group. As a key member of our team, you will be responsible for guiding and coaching advisors to meet their individual and team goals.Key ResponsibilitiesConduct observational-based coaching sessions to improve advisor performance.Perform historical call...

  • Senior Financial Advisor

    2 weeks ago

    Calgary, Alberta, Canada Scotiabank Full time

    Requisition ID: 208903At 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 expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.About the RoleKey Responsibilities:Develop and...

  • Financial Planning Specialist

    4 weeks ago

    Calgary, Alberta, Canada IG Wealth Management Full time

    Unlock Client Potential with Our TeamAt IG Wealth Management, we're dedicated to delivering exceptional financial planning services to our clients. As a key member of our team, you'll play a vital role in helping us achieve this goal.About the RoleWe're seeking a skilled and experienced financial planner to join our team as an Associate Advisor. In this...

  • Senior Wealth Advisor

    3 weeks ago

    Calgary, Alberta, Canada Scotiabank Full time

    Requisition ID: 209443Scotiabank is seeking a talented and enthusiastic Senior Wealth Advisor to join our team in Calgary. As a Senior Wealth Advisor, you will contribute to the overall success of the MD Client Value Performance in Canada, ensuring specific individual goals, plans, and initiatives are executed and delivered in support of the team's business...

  • Wealth Planning Advisor

    1 month ago

    Calgary, Alberta, Canada BMO Full time

    Job Title: Wealth Planning AdvisorJob Summary:We are seeking a highly skilled Wealth Planning Advisor to join our team at BMO. As a key member of our Wealth Planning Support Team, you will be responsible for providing advisory, planning solutions, and subject matter expertise support to BMO Wealth Professionals.Key Responsibilities:Review and assess...

  • Wealth Planning Advisor

    1 month ago

    Calgary, Alberta, Canada BMO Full time

    Job Title: Wealth Planning AdvisorJob Summary:We are seeking a highly skilled Wealth Planning Advisor to join our team at BMO. As a key member of our Wealth Planning Support Team, you will be responsible for providing advisory, planning solutions, and subject matter expertise support to BMO Wealth Professionals.Key Responsibilities:Review and assess...

  • Financial Planning Specialist

    4 weeks ago

    Calgary, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planning Specialist at Royal Bank of Canada, you will work closely with our Wealth Management Advisors to deliver high-value customized advice and financial planning to High Net Worth clients. Your role will involve preparing comprehensive financial plans that meet clients' specific needs, personalizing each plan to provide expert...

  • Financial Planning Expert

    1 month ago

    Calgary, Alberta, Canada Royal Bank of Canada> Full time

    Job Summary:Royal Bank of Canada is seeking a highly skilled tax, estate, and financial planning professional to provide expert guidance to advisors and clients on complex technical matters.The successful candidate will be part of a team of over 250 financial planning, legal, estate, taxation, business owner, and business succession planning specialists who...

  • Financial Planning Expert

    1 month ago

    Calgary, Alberta, Canada Royal Bank of Canada> Full time

    Job Summary:Royal Bank of Canada is seeking a highly skilled tax, estate, and financial planning professional to provide expert guidance to advisors and clients on complex technical matters.The successful candidate will be part of a team of over 250 financial planning, legal, estate, taxation, business owner, and business succession planning specialists who...

  • Senior OCIO Advisor

    2 months ago

    Calgary, Alberta, Canada Infosys Limited Full time

    Job Title: Senior OCIO AdvisorJob Summary:We are seeking a highly experienced Senior OCIO Advisor to join our team at Infosys Limited. As a key member of our organization, you will be responsible for leading and advising on strategic initiatives related to the Office of the CIO (OCIO). Your expertise in financial planning, budget management, and scenario...

  • Senior OCIO Advisor

    2 months ago

    Calgary, Alberta, Canada Infosys Limited Full time

    Job Title: Senior OCIO AdvisorJob Summary:We are seeking a highly experienced Senior OCIO Advisor to join our team at Infosys Limited. As a key member of our organization, you will be responsible for leading and advising on strategic initiatives related to the Office of the CIO (OCIO). Your expertise in financial planning, budget management, and scenario...

  • Financial Planning Strategist

    4 weeks ago

    Calgary, Alberta, Canada RBC Full time

    Job SummaryAs a Financial Planning Specialist at RBC, you will work closely with our Advisors to deliver high-value customized advice and financial planning to High Net Worth (HNW) clients. Your role will involve preparing comprehensive financial plans that meet clients' specific needs in areas such as financial, investment, retirement, and risk management...

  • Financial Planning Strategist

    4 weeks ago

    Calgary, Alberta, Canada RBC Full time

    Job SummaryAs a Financial Planning Specialist at RBC, you will work closely with our Advisors to deliver high-value customized advice and financial planning to High Net Worth (HNW) clients. Your role will involve preparing comprehensive financial plans that meet clients' specific needs in areas such as financial, investment, retirement, and risk management...

  • Senior Financial Strategist

    3 weeks ago

    Calgary, Alberta, Canada JRoss Recruiters Full time

    Job SummaryWe are seeking a seasoned finance leader to join our team as a Senior Financial Strategist. The ideal candidate will have a strong background in financial planning, analysis, and operations, with a proven track record of driving business growth through strategic financial initiatives.Key ResponsibilitiesDevelop and implement comprehensive...

  • Financial Planning Specialist

    4 weeks ago

    Calgary, Alberta, Canada Royal Bank of Canada Full time

    Opportunity OverviewAs an integral member of the RBC Family Office Services team, you will collaborate with our advisors to deliver tailored financial plans to High Net Worth (HNW) clients of RBC Wealth Management.Key ResponsibilitiesWork closely with advisors to create comprehensive financial plans that meet the unique needs of HNW clients.Develop and...

Senior Financial Planning Advisor

2 months ago

Calgary, Alberta, Canada Fidelity Canada Full time
About the Role

Fidelity Canada is seeking a highly skilled Senior Advisor to join our team. As a Senior Advisor, you will play a key role in establishing and maintaining strong relationships with clients, providing investment servicing, retention, and fostering portfolio growth.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
  • Provide regular updates to clients on investment strategies, capital markets, and other aspects of their financial needs.
  • Work closely with the Sales Development VP, products, and investment management to execute on strategies for long-term client relationships.
  • Mentor and guide Wealth Advisors to build a development pipeline and ensure they have the necessary skills and knowledge to succeed.
Requirements
  • Completion of a University degree in Business, Commerce, Finance, or related field or equivalent work experience.
  • 3-7+ years of experience in investment management and advising retail and high-net-worth clients.
  • Strong investment management experience and financial planning experience.
  • Bilingual in English/French is an asset.
  • Additional designations such as CFP, MBA are an asset.
  • Must be licensed as a Registered Representative (RR) and have the ability to sell both mutual funds and securities.
About Fidelity Canada

Fidelity Canada is a leading provider of investment and financial services. We offer a range of trusted investment portfolios and services to individuals and institutions. Our team is dedicated to helping our clients achieve their financial goals and build a better financial future.

We are proud to be recipients of numerous awards and designations, including Canada's Top 100 Employers and Great Place To Work Certified. We are committed to creating a diverse and inclusive work environment where our employees feel valued and supported.