Financial Advisor

6 days ago

Camrose AB TV S, Canada Vision Credit Union Ltd Full time

The Position:

The Financial Advisor will play a significant role in providing financial advice to clients, primarily focused on savings, investment, and retirement solutions while strengthening the overall presence of VCU Financial in the communities it serves. The Financial Advisor will work with an existing book of business as well as work with other VCU Financial staff members to identify and distribute referral opportunities. The Financial Advisor is expected to progress to the Investment and Life Specialist role.

This is a full-time permanent position.

For complete job posting details, please visit our website

The Person:

  • At least 3 years of investment-related experience in a fast-paced professional advice role within a financial institution or investment firm.
  • Valid and current AB Mutual Funds License, or willing to obtain promptly.
  • Professional-level knowledge of Canadian investment products, strategies, and concepts.
  • Proven track record of achieving and exceeding sales objectives.
  • Fully proficient with industry standard systems and programs such as securities processing and portfolio management software.
  • Preference will be given to a candidate who is working on, or willing to work towards, attaining a full Life Insurance Agent Certificate.

Compensation:

  • Comprehensive benefits package.

SUBMIT RESUME AND COVER LETTER TO:

Human Resources

Vision Credit Union Ltd.

Corporate Office

5007 – 51 Street

Camrose, Alberta T4V 1S6

Fax

Only those individuals invited for an interview will be contacted.

Job Type: Full-time

Pay: $35,681.22-$94,579.86 per year

Benefits:

  • Company events
  • Dental care
  • Disability insurance
  • Employee assistance program
  • Extended health care
  • Life insurance
  • On-site gym
  • On-site parking
  • Paid time off
  • Profit sharing
  • RRSP match
  • Vision care
  • Wellness program

Ability to commute/relocate:

  • Camrose, AB T4V 1S6: reliably commute or plan to relocate before starting work (preferred)

Work Location: In person

  • Financial Advisor

    1 week ago

    Camrose, Canada Royal Bank of Canada> Full time

    Job DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...

  • Financial Advisor

    1 week ago

    Camrose, Canada Vision Credit Union Full time

    Financial Advisor Summary The Financial Advisor will play a significant role in providing financial advice to clients, primarily focused on savings, investment, and retirement solutions while strengthening the overall presence of VCU Financial in the communities it serves. The Financial Advisor will work with an existing book of business as well as work with...

  • Financial Advisor

    2 weeks ago

    Camrose, Alberta, Canada RBC Full time

    Job DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...

  • Financial Advisor

    1 week ago

    Camrose, Canada RBC Full time

    Join to apply for the Financial Advisor role at RBC. As an RBC Financial Advisor, you attract, nurture, and grow relationships with high-value clients by adding value during moments that matter. You provide proactive professional advice and collaborate with partners to help clients reach goals and key life events. You have breadth and depth across everyday...

  • Financial Advisor

    6 days ago

    Camrose, Alberta, Canada Royal Bank of Canada Full time

    Job DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...

  • Insurance Advisor

    2 weeks ago

    Camrose, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** At Western Financial Group, we take pride in being one of Canada's largest insurance brokers. Our strength lies in our incredible team of over 2,200 dedicated professionals, spread across 180+ locations nationwide. Together, we create a supportive and collaborative environment that has earned us the recognition...

  • Insurance Advisor

    2 days ago

    Camrose, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** At Western Financial Group, we take pride in being one of Canada's largest insurance brokers. Our strength lies in our incredible team of over 2,200 dedicated professionals, spread across 180+ locations nationwide. Together, we create a supportive and collaborative environment that has earned us the recognition...

  • Investment & Retirement Planning Financial Advisor

    7 days ago

    Camrose, Canada Vision Credit Union Full time

    A regional financial services provider in Alberta seeks a Financial Advisor to provide tailored financial advice focusing on savings, investments, and retirement solutions. The role involves building a client base, preparing strategies, and ensuring compliance with regulations. Candidates must have at least 3 years of investment experience, strong...

  • Investment & Retirement Planning Financial Advisor

    1 week ago

    Camrose, Canada Vision Credit Union Full time

    A regional financial services provider in Alberta seeks a Financial Advisor to provide tailored financial advice focusing on savings, investments, and retirement solutions. The role involves building a client base, preparing strategies, and ensuring compliance with regulations. Candidates must have at least 3 years of investment experience, strong...

  • Investment Advisor

    1 week ago

    Camrose, Canada Vision Credit Union Full time

    OverviewThe Position:The Financial Advisor will play a significant role in providing financial advice to clients, primarily focused on savings, investment, and retirement solutions while strengthening the overall presence of VCU Financial in the communities it serves. The Financial Advisor will work with an existing book of business as well as work with...