Financial Planning Specialist
3 weeks ago
At ALBERTA INC, we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 3-4 years of experience in financial planning. Key responsibilities include:
Key Responsibilities- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- Arrange for sale of financial products and investments
- Certified Canadian Securities Course (CSC)
- Canadian Institute of Financial Planning Course
- Permanent position
- English language required
- 32 hours per week
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Financial Planning Specialist
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Arrow Financial Business. As a key member of our Canadian Banking Branch network, you will play a vital role in helping our customers achieve their financial goals.Key ResponsibilitiesDevelop comprehensive financial plans for our customers, utilizing a holistic...
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Financial Planning Specialist
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Arrow Financial Business. As a key member of our Canadian Banking Branch network, you will play a vital role in helping our customers achieve their financial goals.Key ResponsibilitiesDevelop comprehensive financial plans for our customers, utilizing a holistic...
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Financial Planning Specialist
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Arrow Financial Business. As a key member of our Canadian Banking Branch network, you will play a critical role in helping our customers achieve their financial goals.Key ResponsibilitiesDevelop comprehensive financial plans for our customers, utilizing a holistic...
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Financial Planning Specialist
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Arrow Financial Business. As a key member of our Canadian Banking Branch network, you will play a critical role in helping our customers achieve their financial goals.Key ResponsibilitiesDevelop comprehensive financial plans for our customers, utilizing a holistic...
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Financial Planning Specialist
3 weeks ago
Edmonton, Alberta, Canada ALBERTA INC Full timeAt ALBERTA INC, we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 3-4 years of experience in the financial services industry.The Financial Planning Specialist will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and...
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Financial Planning Strategist
15 hours ago
Edmonton, Alberta, Canada Investment Planning Counsel Full timeBuild a Better Business with Investment Planning CounselWe are one of the fastest growing independent wealth management companies in Canada, with over 40 branches across the country. Our advisors have helped investors live their dreams through sound financial planning and comprehensive wealth management advice.About the Role:Develop and deliver personalized...
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Financial Planning Specialist
3 weeks ago
Edmonton, Alberta, Canada ALBERTA INC Full timeAt ALBERTA INC, we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 3 years to less than 5 years of experience in the financial industry.The Financial Planning Specialist will be responsible for identifying clients' financial goals and objectives, analyzing their financial...
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Financial Planning Specialist
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior 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 vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
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Financial Planning Specialist
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior 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 vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
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Financial Planning Specialist
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior 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 vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
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Financial Planning Specialist
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior 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 vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
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Financial Planning Specialist
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior 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 vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
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Financial Planning Specialist
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior 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 vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
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Financial Planning Specialist
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior 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 vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
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Financial Planning Specialist
2 months ago
Edmonton, Alberta, Canada Arrow Financial Business Full timeUnlock Your Potential as a Senior 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 vital role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal finance and achieve long-term success.Key...
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Financial Planning Specialist
1 month ago
Edmonton, Alberta, Canada Alberta Motor Association Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at the Alberta Motor Association. As a key member of our finance department, you will play a critical role in driving business growth and success.Key ResponsibilitiesDevelop and implement financial plans that align with business objectivesProvide data-driven insights...
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Financial Planning Specialist
1 month ago
Edmonton, Alberta, Canada Alberta Motor Association Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at the Alberta Motor Association. As a key member of our finance department, you will play a critical role in driving business growth and success.Key ResponsibilitiesDevelop and implement financial plans that align with business objectivesProvide data-driven insights...
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Financial Planning Specialist
3 weeks ago
Edmonton, Alberta, Canada Liberty Tax Service Full timeFinancial Planning SpecialistAt Liberty Tax Service, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial operations team, you will be responsible for calculating and preparing cheques for payroll, maintaining general ledgers and financial statements, and preparing other statistical, financial and...
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Financial Planning Specialist
3 weeks ago
Edmonton, Alberta, Canada ALBERTA INC Full timeJob Summary: As a Financial Planning Specialist at ALBERTA INC, you will be responsible for identifying clients\u0027 financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients\u0027 financial goals and objectivesAnalyze clients\u0027 financial recordsDevelop financial...
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Financial Planning Specialist
3 weeks ago
Edmonton, Alberta, Canada ALBERTA INC Full timeJob SummaryAlberta Inc. is seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.Key ResponsibilitiesConduct financial needs analysis to identify clients' goals and objectivesDevelop and implement comprehensive...