Current jobs related to Financial Planning Specialist - Prince George, British Columbia - IG Wealth Management

  • Financial Planning Specialist

    4 weeks ago

    Prince George, British Columbia, Canada Royal Bank of Canada Full time

    Opportunity OverviewAs a Royal Bank of Canada Investment and Retirement Planner, you will create personalized investment solutions for clients, leveraging internal partnerships and prospecting activities to drive growth. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help...

  • Capacity Development Specialist

    3 weeks ago

    Prince George, British Columbia, Canada First Nations Financial Management Board Full time

    Job Title: Capacity Development SpecialistAt the First Nations Financial Management Board, we are seeking a highly skilled Capacity Development Specialist to join our team. This is an exciting opportunity to work with a growing national team dedicated to reconciliation and support First Nations in developing and implementing sound administrative governance...

  • Financial Management Specialist

    4 days ago

    Prince George, British Columbia, Canada BLUE HAWK SECURITY & GROUP INC Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented Financial Management Specialist to join our team at Blue Hawk Security & Group Inc.This is a permanent position offering 30 to 40 hours of work per week with free parking available.About the JobThe successful candidate will be responsible for managing financial records, preparing cheques...

  • Accountant (CPA) - Financial Operations Specialist

    2 months ago

    Prince George, British Columbia, Canada Excel Personnel Full time

    About the RoleWe are seeking an exceptional Accountant (CPA) to join our dynamic team at Excel Personnel. As a Financial Operations Specialist, you will play a crucial role in maintaining and reconciling balance sheet accounts, preparing financial statements and analysis, and handling month-end working papers and adjustments.Key ResponsibilitiesMaintain and...

  • Accountant (CPA) - Financial Operations Specialist

    2 months ago

    Prince George, British Columbia, Canada Excel Personnel Full time

    About the RoleWe are seeking an exceptional Accountant (CPA) to join our dynamic team at Excel Personnel. As a Financial Operations Specialist, you will play a crucial role in maintaining and reconciling balance sheet accounts, preparing financial statements and analysis, and handling month-end working papers and adjustments.Key ResponsibilitiesMaintain and...

  • Financial Accounting Specialist

    1 day ago

    Prince George, British Columbia, Canada BLUE HAWK SECURITY & GROUP INC Full time

    Company OverviewBlue Hawk Security & Group Inc. is a leading organization in the field of security and finance, providing innovative solutions to our clients.SalaryThe estimated salary for this position is between $40,000 and $60,000 per year, depending on experience and qualifications.Job DescriptionWe are seeking a skilled Financial Accounting Specialist...

  • Business Director

    3 weeks ago

    Prince George, British Columbia, Canada Gated Talent Full time

    Director, Business SupportAre you looking for a career that will allow you to combine your clinical expertise and proven leadership skills? If you feel you can deliver success by implementing strategies that focus the efforts of individuals on business goals, individual goals, team goals, and translating them into positive outcomes – we want to hear from...

  • Accounting Bookkeeper

    2 days ago

    Prince George, British Columbia, Canada Bic Hayer Rental Properties Corp. Full time

    About the RoleWe are seeking an experienced accounting bookkeeper to join our team at Bic Hayer Rental Properties Corp. as a financial statement specialist.Key ResponsibilitiesPrepare and maintain accurate financial records, including ledgers and general journalsReconcile accounts and perform account analysis to ensure accuracy and completeness of financial...

  • Accounting Specialist

    4 weeks ago

    Prince George, British Columbia, Canada Kopar Administration Ltd. Full time

    Job SummaryWe are seeking a highly skilled Accounting Specialist to join our team at Kopar Administration Ltd. The successful candidate will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesMaintain general ledgers and financial statementsPost...

  • Accounting Specialist

    4 weeks ago

    Prince George, British Columbia, Canada Kopar Administration Ltd. Full time

    Job SummaryWe are seeking a highly skilled Accounting Specialist to join our team at Kopar Administration Ltd. The successful candidate will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesCalculate and prepare cheques for payrollCalculate fixed...

  • Accounting Specialist

    3 weeks ago

    Prince George, British Columbia, Canada Kopar Administration Ltd. Full time

    Job SummaryKopar Administration Ltd. is seeking a skilled Accounting Specialist to join our team. As a key member of our finance department, you will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Key ResponsibilitiesFinancial Record Keeping: Maintain accurate and...

  • Accounting Specialist

    3 weeks ago

    Prince George, British Columbia, Canada BC Ltd Full time

    Accounting SpecialistAt Summerland Taxi, we are seeking an experienced Accounting Specialist to join our team. The ideal candidate will have a strong background in bookkeeping and financial record-keeping.Key Responsibilities:Calculate and prepare cheques for payrollKeep financial records and establish, maintain and balance various accounts using manual and...

  • Accounting Specialist

    3 weeks ago

    Prince George, British Columbia, Canada BC Ltd Full time

    Accounting SpecialistAt Summerland Taxi, we are seeking an experienced Accounting Specialist to join our team. The ideal candidate will have a strong background in bookkeeping and financial record-keeping, with the ability to maintain accurate and up-to-date records.Key Responsibilities:Calculate and prepare cheques for payrollKeep financial records and...

  • Accounting Specialist

    2 weeks ago

    Prince George, British Columbia, Canada Prince George Taxi Ltd Full time

    Accounting RoleIn the dynamic environment of Prince George Taxi Ltd, we are seeking a detail-oriented Accounting Specialist to join our team. Key ResponsibilitiesFinancial Record KeepingBalance and reconcile accountsPrepare financial reportsRequirementsPermanent employmentEnglish as the primary language of work30-40 hours of work per weekExperience1 year to...

  • Accounting Specialist

    4 weeks ago

    Prince George, British Columbia, Canada At Your Door Services Ltd Full time

    Accounting SpecialistWe are seeking an experienced Accounting Specialist to join our team at At Your Door Services Ltd. The successful candidate will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Maintain general ledgers and financial...

  • Culinary Specialist

    4 weeks ago

    Prince George, British Columbia, Canada SUSHI YORI Full time

    SUSHI YORI is seeking a skilled Culinary Specialist to join our team. The ideal candidate will have a secondary school graduation certificate and 2 years of experience in a restaurant setting. Key responsibilities include preparing and cooking complete meals, ordering supplies, maintaining inventory, and managing kitchen operations.Work Setting: Our...

  • Perioperative Nursing Specialist

    4 weeks ago

    Prince George, British Columbia, Canada Northern Health Authority Full time

    Job Title: Perioperative Nursing SpecialistWe are seeking a highly skilled and dedicated Registered Nurse to join our team in the Operating Room department at University Hospital of Northern BC (UHNBC). As a Perioperative Nursing Specialist, you will play a vital role in delivering high-quality patient care and contributing to the development of our nursing...

  • Parts Specialist

    1 month ago

    Prince George, British Columbia, Canada Forest Power Sports LTD Full time

    Job Title: Parts SpecialistWe are seeking a highly motivated and detail-oriented Parts Specialist to join our team at Forest Power Sports LTD. As a key member of our sales and service team, you will be responsible for providing exceptional customer service, maintaining accurate inventory levels, and ensuring a seamless sales experience for our customers.Key...

  • Parts Specialist

    1 month ago

    Prince George, British Columbia, Canada Forest Power Sports LTD Full time

    Job Title: Parts SpecialistWe are seeking a highly motivated and detail-oriented Parts Specialist to join our team at Forest Power Sports LTD. As a key member of our sales and service team, you will be responsible for providing exceptional customer service, maintaining accurate inventory levels, and ensuring a seamless sales experience for our customers.Key...

  • Accountant (CPA) - Financial Operations Specialist

    2 months ago

    Prince George, British Columbia, Canada Excel Personnel Full time

    About the RoleWe are seeking an exceptional Accountant (CPA) to join our dynamic team at Excel Personnel. As a key member of our finance department, you will play a vital role in maintaining and reconciling balance sheet accounts, preparing financial statements and analysis, and handling month-end working papers and adjustments.Key ResponsibilitiesMaintain...

Financial Planning Specialist

2 months ago

Prince George, British Columbia, Canada IG Wealth Management Full time
{"title": "Financial Planning Specialist", "content": "Role Summary

IG Wealth Management is seeking a skilled Financial Planning Specialist to join our Corporate Channel team. As a key member of our team, you will be responsible for providing holistic financial plans to clients, identifying opportunities to deepen relationships, and maximizing efficiency through the use of digital tools.

Key Responsibilities
  • Develop and implement comprehensive financial plans that consider clients' short and long-term goals, tax, retirement, risk management, and estate planning.
  • Build and maintain strong relationships with clients, ensuring regulatory guidelines are followed and delivering exceptional service.
  • Utilize IGWM's digital tools to enhance service levels and maximize efficiency.
  • Manage day-to-day priorities, servicing inbound/outbound client contacts, and executing on proactive campaigns and retention activities.
  • Analyze data and reporting to identify future business opportunities.
Requirements
  • Mutual fund licensed
  • 3+ years of client-facing financial planning experience
  • Performance-driven high achiever with strong relationship and sales skills, along with demonstrated financial planning excellence.
  • University degree in a relevant field
  • LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • Proficiency in the use of digital tools, including CRM and Financial Planning software
  • Certified Financial Planner (CFP) or Financial Planner ('F.Pl') designation preferred or willing to actively pursue within first 2 years in role
  • Understanding of the industry, competitive landscape, and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
  • The ideal candidate is a team player who is systematic in their approach to work and thrives in a supportive environment.

Please visit our career page by clicking on the following link: https://www.igwealthmanagement.com/careers

", "lang_code": "en-US"}