Strategic Financial Advisor
4 days ago
We're seeking a highly skilled Strategic Financial Advisor to join our Wealth team at Servus Credit Union. As an Investment and Planning Consultant, you will be responsible for consolidating member assets, increasing wallet share for Servus, and ensuring member satisfaction. This is a full-time position that requires a minimum of 5 years of financial advisory sales experience and thorough knowledge of financial planning, products, policies, procedures, and operations.
Key Responsibilities:
You will be responsible for:
- Uncovering the full financial needs of members and providing solutions.
- Supporting and facilitating the financial planning experience for members.
- Pursuing external and internal business opportunities by retaining existing member base and soliciting new business.
- Establishing and implementing a sales plan that focuses on retaining and attracting new members with mid/high net worth.
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sun life financial advisor
6 days ago
Edmonton, Alberta, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations Edmonton, Alberta time type Full time posted on Posted 24 Days Ago job requisition id JR00034436You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues -...
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sun life financial advisor
2 weeks ago
Edmonton, Alberta, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISORApply locations: Edmonton, AlbertaTime type: Full timePosted on: Posted 2 Days AgoJob requisition id: JR00034436You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager...
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Strategic Talent Advisor
4 weeks ago
Edmonton, Alberta, Canada WSP in Canada Full timeStrategic Talent Advisor (HRBP) - 12 Month ContractCalgary, AB, CanadaEdmonton, AB, CanadaToronto, ON, CanadaOttawa, ON, CanadaJob DescriptionThe Opportunity:(12 month temporary Contract)As a Strategic Talent Advisor, you will be responsible for partnering and building strong relationships with the Property & Buildings Executive and their direct reports by...
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Strategic Executive Advisor
6 days ago
Edmonton, Alberta, Canada Government of Alberta Full timeAbout the RoleWe are seeking a highly skilled Strategic Executive Advisor to join our team at the Government of Alberta. This is an exciting opportunity for a results-driven individual with a strong understanding of executive office operations, policy development, and internal communications.Key ResponsibilitiesAnticipate changes and collaborate with...
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Edmonton, Alberta, Canada Arrow Financial Business Full timeJob title: Senior Financial Advisor – Southgate, Edmonton, ABCompany ScotiabankJob description Requisition ID: 197179Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be...
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Wealth Management Advisor
4 days ago
Edmonton, Alberta, Canada Sun Life Financial Full timeAbout the RoleThis is an exciting opportunity to join our team as a Financial Advisor at Sun Life Financial. As a Financial Advisor, you will work with clients to understand their financial goals and develop strategies to achieve them.You will have the ability to build long-term relationships with clients, provide advice and guidance on insurance and...
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Residential Mortgage Advisor
2 days ago
Edmonton, Alberta, Canada BMO Financial Full timeJob Summary:">The Residential Mortgage Advisor role at BMO Financial Group is an exciting opportunity for a seasoned professional to join our team. As a Residential Mortgage Advisor, you will be responsible for providing expert guidance on residential mortgage products and delivering exceptional customer service.">Main Accountabilities:Provide expert advice...
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Financial Services Advisor
4 days ago
Edmonton, Alberta, Canada Scotiabank Full timeAs a Financial Services Advisor, you'll be a trusted advisor to our clients, helping them navigate the complexities of personal finance and achieve their long-term goals. Your expertise will be invaluable in crafting customized financial plans that align with their values, risk tolerance, and aspirations.Your ImpactOur clients rely on us for guidance,...
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Senior Financial Advisor
4 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeTitle: Senior Financial Advisor - Market @ Magrath, Edmonton, ABRequisition ID: 218534Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With...
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Financial Advisor Assistant
5 days ago
Edmonton, Alberta, Canada Banque Nationale du Canada Full timeWe are seeking a highly skilled and dedicated Financial Advisor Assistant to join our Wealth Management team at Banque Nationale du Canada. In this role, you will have the opportunity to work closely with wealth advisors to provide exceptional customer service that drives long-term success.Key Responsibilities:Effective Communication: Ensure seamless...
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Senior Financial Advisor
3 days ago
Edmonton, Alberta, Canada Royal Bank of Canada> Full time**About the Opportunity**We are seeking an experienced Senior Financial Advisor to join our team in Commercial Banking. This is a senior role that requires exceptional relationship management and delivery of top-tier financial advice.
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Financial Services Leadership Opportunity
4 days ago
Edmonton, Alberta, Canada ATB Financial Full timeAt ATB Financial, our purpose is to make a positive impact on the lives of our clients, team members, and communities. We live by our values, which form the foundation of our culture.About the roleThis leadership position will oversee a group of approximately 20 advisors at ATB Wealth, providing primary leadership and coaching to foster high performance,...
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Strategic Advisor for Economic Growth
7 days ago
Edmonton, Alberta, Canada Government of Alberta Full timeThe Government of Alberta is committed to a diverse and inclusive public service that reflects the population we serve to best meet the needs of Albertans. Consider joining a team where diversity, inclusion, and innovation are valued and supported.About the Role:This position provides research and policy analysis on policy options related to strategic...
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Senior Financial Advisor
4 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeRequisition ID: 215959Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.Senior Financial AdvisorAt Scotiabank, 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,...
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Senior Financial Advisor
1 week ago
Edmonton, Alberta, Canada Scotiabank Full timeRequisition ID: $1000.00Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
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Senior Financial Advisor
1 week ago
Edmonton, Alberta, Canada Scotiabank Full timeRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank 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...
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Senior Financial Advisor
6 days ago
Edmonton, Alberta, Canada Scotiabank Full timeRequisition ID: 215959Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Senior Financial AdvisorAt Scotiabank 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,...
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Senior Financial Advisor
5 days ago
Edmonton, Alberta, Canada Scotiabank Full timeRequisition ID: 215959Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Senior Financial AdvisorAt Scotiabank 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,...
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Senior Financial Advisor
1 day ago
Edmonton, Alberta, Canada Scotiabank Full timeRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank 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...
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Senior Financial Advisor
1 day ago
Edmonton, Alberta, Canada Scotiabank Full timeRequisition ID: 221222Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...