Investment Consultant
1 day ago
Education: Bachelor's degree
- Experience: 1 year to less than 2 years
**Tasks**:
- Collect financial and investment information about companies, stocks, bonds and other investments
- Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence
- Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
- Analyze investment projects
- Assist in preparing operating and investment budgets
- Plan short
- and long-term cash flows and assess financial performance
**Transportation/travel information**:
- Public transportation is available
**Work conditions and physical capabilities**:
- Fast-paced environment
- Attention to detail
**Personal suitability**:
- Client focus
- Efficient interpersonal skills
- Initiative
- Team player
**Green job**:
- Involves duties and responsibilities that lead to positive environmental outcomes
- Work Term: Permanent
- Work Language: English
- Hours: 35 hours per week
-
Sales Specialist – Citizenship by Investment
4 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Godmer Immigration Consultant Full timeSales Specialist – Citizenship by Investment (CBI) Programs Part-Time | 100% Commission-Based | Remote (with Occasional In-Person Meetings) Company: Godmer Immigration Consultant Location: Remote (Global) About Us Godmer Immigration Consultant is a leading Canadian business immigration advisory firm specializing in entrepreneur and investor immigration...
-
Investment and Planning Consultant
3 weeks ago
Edmonton, Canada Servus Credit Union Full timeInvestment and Planning Consultant - Edmonton Join to apply for the Investment and Planning Consultant - Edmonton role at Servus Credit Union Investment and Planning Consultant - Edmonton 2 days ago Be among the first 25 applicants Join to apply for the Investment and Planning Consultant - Edmonton role at Servus Credit Union Get AI-powered advice on this...
-
Investment and Planning Consultant
2 weeks ago
Edmonton, Canada Servus Credit Union Full timeInvestment and Planning Consultant - EdmontonJoin to apply for the Investment and Planning Consultant - Edmonton role at Servus Credit UnionInvestment and Planning Consultant - Edmonton2 days ago Be among the first 25 applicantsJoin to apply for the Investment and Planning Consultant - Edmonton role at Servus Credit UnionGet AI-powered advice on this job and...
-
Investment and Planning Consultant
4 weeks ago
Edmonton, Canada Servus Credit Union Full timeInvestment and Planning Consultant - EdmontonJoin to apply for the Investment and Planning Consultant - Edmonton role at Servus Credit UnionInvestment and Planning Consultant - Edmonton2 days ago Be among the first 25 applicantsJoin to apply for the Investment and Planning Consultant - Edmonton role at Servus Credit UnionGet AI-powered advice on this job and...
-
Investment Consultant
1 week ago
Edmonton, Canada Voyage Financial Services Inc. Full timeEducation: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence - Provide investment advice and recommendations to clients, senior...
-
Investment and Planning Consultant
3 weeks ago
Edmonton, Canada Connect First Credit Union Full timeInvestment and Planning Consultant - EdmontonJob Category: SalesRequisition Number: INVES002627Apply nowPosted : August 8, 2025Full-TimeOn-siteLocationsShowing 1 locationServus Corporate Centre151 Karl Clark Road NWEdmonton, AB T6N1H5, CANServus Corporate Centre151 Karl Clark Road NWEdmonton, AB T6N1H5, CANAt Servus Credit Union, we do things...
-
Investment and Planning Consultant
3 weeks ago
Edmonton, Canada Connect First Credit Union Full timeInvestment and Planning Consultant - EdmontonJob Category: SalesRequisition Number: INVES002627Apply nowPosted : August 8, 2025Full-TimeOn-siteLocationsShowing 1 locationServus Corporate Centre151 Karl Clark Road NWEdmonton, AB T6N1H5, CANServus Corporate Centre151 Karl Clark Road NWEdmonton, AB T6N1H5, CANAt Servus Credit Union, we do things...
-
Investment and Planning Consultant
3 weeks ago
Edmonton, Canada Connect First Credit Union Full timeInvestment and Planning Consultant - Edmonton Job Category: Sales Requisition Number: INVES002627 Apply now - Posted : August 8, 2025 - Full-Time - On-site Locations Showing 1 location Servus Corporate Centre 151 Karl Clark Road NW Edmonton, AB T6N1H5, CAN Servus Corporate Centre 151 Karl Clark Road NW Edmonton, AB T6N1H5, CAN At Servus Credit Union, we do...
-
Investment and Planning Consultant
2 weeks ago
Edmonton, Canada Connect First Credit Union Full timeInvestment and Planning Consultant - Edmonton Job Category : Sales Requisition Number : INVES Apply now Posted : August 8, 2025 Full-Time On-site Locations Showing 1 location Servus Corporate Centre151 Karl Clark Road NWEdmonton, AB T6N1H5, CAN Servus Corporate Centre151 Karl Clark Road NWEdmonton, AB T6N1H5, CAN At Servus Credit Union , we do things...
-
Investment and Planning Consultant
1 week ago
Edmonton, Canada Servus Credit Union Full time**Join Servus Credit Union** - **Canada’s Largest Credit Union!** At **Servus Credit Union**, we do things differently—because we’re a credit union, not a bank. And that difference matters. We believe in putting **people before profits**, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter...