Planning & Investment Consultant: Flexible Hours

5 days ago


City of Spruce Grove, Canada Servus Credit Union Full time

A leading credit union in Canada is seeking an Investment and Planning Consultant to join their Wealth Sales team in Spruce Grove and Stony Plain. Ideal candidates will have at least 5 years of financial advisory sales experience and a strong understanding of financial products. The role emphasizes building relationships with clients, establishing sales strategies, and ensuring compliance with regulations. The position offers competitive pay and several benefits, fostering a collaborative and engaging work environment.#J-18808-Ljbffr



  • City of Spruce Grove, Canada Servus Credit Union Full time

    Investment and Planning Consultant - Spruce Grove and Stony Plain Join to apply for the Investment and Planning Consultant - Spruce Grove and Stony Plain role at Servus Credit Union . Posting Closes: Until filled. Employment Status: Permanent, Full-time covering Spruce Grove and Stony Plain locations. Compensation: This position has a guaranteed base salary...


  • Spruce Grove, Canada Servus Credit Union Full time

    **Posting Closes**:Until filled **Employment Status**:Permanent, Full-time ~ covering Spruce Grove and Stony Plain locations **Compensation**:_This position has a guaranteed base salary plus commission structure._ **Join Servus Credit Union** - **Canada’s Largest Credit Union!** At **Servus Credit Union**, we do things differently—because we’re a...


  • Spruce Grove, Canada Connect First Credit Union Full time

    Posting Closes: Until filledEmployment Status: Permanent, Full-time ~ covering Spruce Grove and Stony Plain locations Compensation: This position has a guaranteed base salary plus commission structure.  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....


  • Quebec City, Canada Scotiabank Full time

    Requisition ID: 159433 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Summary: Reporting to the Regional Manager, as a Investment Consultant, you will assist MD clients and their families in achieving their personal financial goals. Working as a partner with MD’s Specialist Advisors, you will leverage...


  • Spruce Grove, Canada M30 Retail Services Inc. Full time

    M30 Retail Services, Inc. is a Calgary-based, forward thinking merchandising company providing exemplary and extensive services to retail companies across Canada. Our merchandising reps are dedicated and experienced, and our goal is to provide top notch merchandising services for our customers. Job Summary **General info**: - Rate: $18/hour + vacation pay +...

  • Investment Advisor

    4 weeks ago


    City of Lloydminster, Canada Royal Bank of Canada> Full time

    As an Investment Advisor at RBC Dominion Securities you can help your clients reach their goals while we help you reach yours. Maybe youve dreamed of starting your own business but havent had the training support and resources from a company like RBC. Here youll find what you need for your career and life to make it yours!What you do best :You have excellent...

  • Planning Technician

    2 weeks ago


    Spruce Grove, Canada The City of Spruce Grove Full time

    ABOUT US The City of Spruce Grove is a fast growing, dynamic city committed to building and maintaining a fiscally responsible community that serves our residents, attracts visitors, and promotes future growth. The “Values, We Live By” are accountability, communication, leadership, integrity, and respect while we work towards maintaining a work/play...


  • City of Moncton, Canada Sun Life Full time

    Financial Planning Consultant You 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 to share their knowledge. Your leaders will inspire and help you reach your potential. Every day,...


  • City of Moncton, Canada Sun Life Full time

    Financial Planning Consultant You 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 to share their knowledge. Your leaders will inspire and help you reach your potential. Every day,...


  • City of Moncton, Canada Sun Life Financial Full time

    A leading financial services firm in Canada is seeking a Financial Planning Consultant to support financial advisors in improving planning capabilities. The role involves organizing training, conducting personalized sessions, and developing financial strategies. Applicants must have CFP certification and significant financial planning experience. This hybrid...