Financial Services Advisor
1 month ago
We are seeking a highly skilled Associate Financial Advisor to join our team at Trusted Accounting & Tax Services Inc. As a key member of our financial services team, you will be responsible for providing expert financial guidance to our clients.
Key Responsibilities:- Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals and objectives.
- Investment Advice: Provide expert advice on trust account investments, ensuring that clients' financial goals are met.
- Client Supervision: Supervise staff and ensure that all financial services are delivered to the highest standard.
- Financial Analysis: Analyze clients' financial records to identify areas for improvement and provide recommendations for financial growth.
- Financial Statement Audits: Assist in the planning and execution of financial statement audits to ensure compliance and accuracy.
- Education: Bachelor's degree in a relevant field.
- Experience: 1 year to less than 2 years of experience in a related field.
- Work Environment: Fast-paced environment with tight deadlines and a focus on attention to detail.
- Personal Suitability: Accurate, efficient, and excellent communication skills, with a strong ability to work as part of a team.
- Permanent Position: A permanent position with a reputable company.
- Green Job: A role that involves duties and responsibilities that lead to positive environmental outcomes.
- Language: English language.
- Hours of Work: 30 to 35 hours per week.
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Financial Advisor
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, 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 and commercial banking, wealth management, and private banking.Key...
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Financial Advisor
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, 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 and commercial banking, wealth management, and private banking.Key...
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Financial Advisor
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, 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 make informed decisions about their financial futures.Key Responsibilities:Develop and implement comprehensive...
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Financial Advisor
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, 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 make informed decisions about their financial futures.Key Responsibilities:Develop and implement comprehensive...
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Financial Advisor
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, 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.Key Responsibilities:Develop and...
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Financial Advisor
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, 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.Key Responsibilities:Develop and...
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Financial Advisor
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, 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.Key Responsibilities:Develop and...
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Financial Advisor
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, 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.Key Responsibilities:Develop and...
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Financial Advisor
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, 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.Key Responsibilities:Develop and...
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Financial Advisor
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, 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.Key Responsibilities:Develop and...
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Financial Advisor
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, 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 make informed decisions about their financial futures.Key Responsibilities:Develop and implement comprehensive...
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Financial Advisor
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, 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 make informed decisions about their financial futures.Key Responsibilities:Develop and implement comprehensive...
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Financial Advisor
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, 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 make informed decisions about their financial futures.Key Responsibilities:Develop and implement comprehensive...
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Financial Advisor
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, 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 make informed decisions about their financial futures.Key Responsibilities:Develop and implement comprehensive...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, 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.Key Responsibilities:Develop and...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, 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.Key Responsibilities:Develop and...
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Financial Advisor
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, 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.Key Responsibilities:Develop and...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, 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 and commercial banking, wealth management, and private banking.Key...
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Financial Advisor
1 month ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, 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 and commercial banking, wealth management, and private banking.Key...
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Financial Advisor
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeSenior Financial AdvisorAt Arrow Financial Business, 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.Key Responsibilities:Develop and...