Financial advisor trainee Jobs in Calgary, AB
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Financial advisor trainee • calgary ab
Last updated: 1 day ago
The primary responsibility of a Financial Advisor (FA) is to proactively identify, develop and maintain strong.Legacy book of business through regular contact and providing timely,.The FA is to lev...Show moreLast updated: 30+ days ago
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...Show moreLast updated: 1 day ago
Experienced Associate Financial Advisor.Our Calgary based client is seeking an.The Associate Financial Advisor will analyze client portfolios, execute portfolio rebalances, and develop tailored inv...Show moreLast updated: 7 days ago
Sun Life Financial Advisor role focusing on building long-term client relationships and helping clients plan financially for various life stages.
It offers opportunities for unlimited income potenti...Show moreLast updated: 30+ days ago
Join a financial services firm where your contributions are valued.Edward Jones is a Fortune 500¹ company where people come first.
With over 9 million clients and 20,000 financial advisors across th...Show moreLast updated: 30+ days ago
Mortgage Advisor, Financial Advisor Channel.Be among the first 25 applicants.Mortgage Advisor, Financial Advisor Channel.
Direct message the job poster from nesto.Our mission is to provide a positiv...Show moreLast updated: 30+ days ago
We at Veres Career Consulting, a specialized recruitment agency, are searching for talented.Canada's leading wealth management firms.
This opportunity is ideal for professionals looking to take ...Show moreLast updated: 30+ days ago
Current work authorization for Canada is required for all openings.As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule.
At Fidelity, we’ve been helping Cana...Show moreLast updated: 30+ days ago
Avenue Living Asset Management is dedicated to sourcing, analyzing, and strategizing long-term investments.Our unique approach has led to rapid growth across North America now representing one of C...Show moreLast updated: 4 days ago
We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work.Our team members h...Show moreLast updated: 30+ days ago
Business Address and Job Location : .Sunridge Way NE, Unit 2, Calgary, AB T1Y 7K4.Employment Terms and Conditions : .Full-Time (40-45 hours / week), permanent, morning, day, weekend, overtime during busy...Show moreLast updated: 30+ days ago
Griffith & Associates is a financial planning firm in Calgary, Alberta.Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and esta...Show moreLast updated: 14 days ago
A financial services company in Calgary seeks a Financial Service Representative to assist customers in achieving their financial goals.
Candidates should have strong sales and customer service skil...Show moreLast updated: 23 days ago
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 f...Show moreLast updated: 30+ days ago
Be among the first 25 applicants.Avenue Living Asset Management is dedicated to sourcing, analyzing, and strategizing long‑term investments.
Our unique approach has led to rapid growth across North ...Show moreLast updated: 12 days ago
IG Wealth Management is seeking an experienced individual who has a passion helping families achieve their financial goals, based out of Calgary, AB.
The candidate should hold a valid.Experience : Fi...Show moreLast updated: 1 day ago
Financial Advisor / Senior Financial Advisor - South Trail Branch.Join a community-driven credit union that puts people before profits and reinvests each dollar into our members, employees and commu...Show moreLast updated: 12 days ago
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...Show moreLast updated: 1 day ago
Temporary (Fixed Term)-Full time.Are you looking for an opportunity to be an essential team player in ensuring compliance with continuous disclosure requirements If you are a designated Accountant ...Show moreLast updated: 30+ days ago
Financial Advisor
Targeted TalentCalgary, AB, CanadaFull-time
Financial Advisor
Royal Bank of Canada>CALGARY, CanadaFull-time
Experienced Associate Financial Advisor
Recruitment PartnersCalgary, AB, CanadaFull-time
SUN LIFE FINANCIAL ADVISOR
Sun LifeCalgary, AB, CAPermanent
CA Financial Advisor
Edward JonesCalgary, AB, CAFull-time
Mortgage Advisor, Financial Advisor Channel
nestoCalgary, AB, CAFull-time
Financial Advisor REMOTE
Veres Career ConsultingCalgary, AB, CanadaRemote
Full-time
Wealth Advisor / Financial Planner
Fidelity CanadaCalgary, AB, CAFull-time
Advisor, Financial Reporting
Avenue Living Asset Management, Ltd.Calgary, AB, CAFull-time
Financial Advisor CIRO-MFDAAMF
Canadian Imperial Bank of CommerceCalgary, Alberta, CanadaFull-time
Financial Advisor
McBride Career Group Inc.Calgary, AB, CAFull-time +1
Experienced Associate Financial Advisor
Griffith & Associates Financial & Estate Planning Services LtdCalgary, Alberta, CanadaFull-time
Quick Apply
Financial Services Sales Advisor
Money MartCalgary, AB, CAFull-time
SUN LIFE FINANCIAL ADVISOR
Sun Life FinancialCalgary, AB, CAPermanent
Advisor, Financial Reporting
Avenue LivingCalgary, AB, CAFull-time
Senior Financial Advisor
IG Private Wealth ManagementCalgary, AB, CAFull-time
Financial Advisor / Senior Financial Advisor - South Trail Branch
Servus Credit UnionCalgary, AB, CAFull-time
Financial Advisor
0000050007 Royal Bank of CanadaCALGARY, Alberta, CanadaFull-time
Advisor Financial Reporting
EnbridgeCalgary, Alberta, CanadaFull-time +1
Financial Advisor
Targeted TalentCalgary, AB, Canada30+ days ago
Job type
- Full-time
Job descriptionManages client base with constant contact strategy. Meets with clients to determine their current income, expenses, insurance coverage, tax status, Completes projects and special assignments by establishing objectives; determining priorities; managing Exhibits the firm’s values of leadership, teamwork, respect, accountability and passion Responsible to adhere to all compliance and regulatory requirements as set out by the firm and Creates, organizes and executes a successful and effective sale process, acquiring new clients along Works within the team on asks such as Insurance Management. Is accountable to follow company policies and procedures. Utilizes company approved tools and software. Identifies opportunities and works with the team members to create solutions for clients. Manages client relationships. Services and expands new and existing clients by introducing them to the firm's services. Reviews accounts to determine if life changes necessitate new financial strategies. Updates job knowledge by participating in educational opportunities, reading professional Identifies and keeps abreast of new market trends; shares and educates where appropriate. Responsible for revenue generation and proactively identify opportunities to grow the business Identifies opportunities to gather additional assets and / or increase revenue within the existing Ability to see the “big picture” while staying aligned to the firm’s vision. Has a love for the financial services industry, specifically financial planning and a desire to grow in this Holds self-accountable to high levels of client service with a focus on maintaining and building strong Ability to listen, be responsive to client needs and empathy; persuasive and articulate communication Strong analytical skills, the ability to use databases and conduct financial research, in addition to Entrepreneurial Spirit – a love to embrace new opportunities and make things happen, thrive in a fast Highly organized and results oriented with demonstrated flexibility. Strong personal ethics. College, University degree or equivalent. CSC accreditation. CIM an asset. CFP Designation and Membership in the Financial Planning Association or other industry groups. Insurance licensing an asset. Should have working knowledge of estate planning, power of attorney, wills, family trusts, insurance Must have proven success in building solid client relationships. IT literacy
Job Description
Job Description
TITLE : Financial Advisor
LOCATION : Calgary, AB
REPORTING : Senior Financial Advisor
JOB PURPOSE : Why does this role exist?
The primary responsibility of a Financial Advisor (FA) is to proactively identify, develop and maintain strong
client relationships within the firm’s Legacy book of business through regular contact and providing timely,
value-added information, advice and recommendations. The FA is to leverage financial planning tools to
help clients understand what they need to do to reach their goals and to encourage them to act on my
recommendations. This role reports to the Senior Financial Advisor.
KEY ACCOUNTABILITIES :
- Promotes a culture of compliance throughout the firm.
- Recommends strategies clients can use to achieve their financial goals and objectives, including advice
on asset management, asset protection, financial management, retirement planning, tax planning,
business planning and estate planning.
financial objectives, risk tolerance, and other information needed to develop a financial plan.
time; gaining cooperation of others; monitoring progress; problem-solving; making adjustments to
plans.
CRITICAL PERFORMANCE AREAS
FIRM CONTRIBUTION
other regulatory bodies.
the way.
CLIENT MANAGEMENT
LEADERSHIP AND TEAM DEVELOPMENT
publications; maintains personal networks; participates in professional organizations.
FINANCIAL AND BUSINESS PERFORMANCE
(new and existing clients).
client base.
FUNCTIONAL COMPETENCIES
field.
customer relationships
style and strong interpersonal skills to work in this people-oriented business.
excellent math skills.
paced constantly evolving environment.
QUALIFICATIONS
and tax sufficient to discuss these topics with clients and engage or refer to the appropriate specialists.