Financial advisor trainee Jobs in Edmonton, AB
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Financial advisor trainee • edmonton ab
Last updated: 1 day ago
We’re building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strength...Show moreLast updated: 1 day ago
A leading financial solutions provider in Canada is seeking a Loan Consultant to actively promote financial products.This involves managing sales processes, understanding customer needs, and buildi...Show moreLast updated: 30+ days ago
We are partnering with a global organization to recruit a Corporate Financial Analyst.This is an exciting opportunity to join an international team and make a significant impact on the company's fi...Show moreLast updated: 9 days ago
This location is open Monday to Saturday.Candidates must have the flexibility to work a variety of shifts including later evenings Thurs / Fri, and Saturday until 3pm.
We are currently looking for a f...Show moreLast updated: 30+ 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
A leading financial services provider is seeking individuals to join their Edmonton branch.The role includes delivering exceptional customer service, handling transactions, and contributing to stor...Show moreLast updated: 11 days ago
Employment Type : Regular Full-Time.Additional Information : This / these role(s) is / are currently vacant.Location : Barrhead, Alberta ( hours North West of Edmonton).
We are a leading Canadian financial...Show moreLast updated: 30+ days ago
Building a practice at IG Wealth Management.IG Wealth Management advisors rely on their entrepreneurial spirit and drive to grow a business while keeping our clients interconnected financial needs ...Show moreLast updated: 30+ days ago
At ATB, we exist to make it possible for our clients, team members and communities.Our purpose is more than aspirational.
It's a real commitment we live every day through our values (what we call th...Show moreLast updated: 30+ days ago
A leading financial institution in Canada is seeking an Investment Specialist to provide comprehensive financial and investment planning advice.
The role involves engaging with customers, implementi...Show moreLast updated: 30+ days ago
Client engagement - • • Focus on each client experience and connect on a personal level to make every interaction meaningful.
Provide tailored advice and solutions in all areas of financial planning i...Show moreLast updated: 3 days ago
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.At Scotiabank we help employees build their futures where they can be themselves and win togethe...Show moreLast updated: 30+ days ago
A leading financial institution in Edmonton seeks a Senior Financial Advisor to proactively build customer relationships and provide financial advice.
The ideal candidate will excel in a sales-drive...Show moreLast updated: 9 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
ARE YOU ORGANIZED, TECH-SAVVY, AND CLIENT-FOCUSED?.Join Principle Centered Financial Services Inc.Edmonton since 1996—as our new Administrative Assistant / Financial Advisor Assistant.Princip...Show moreLast updated: 30+ days ago
Canada’s Largest Credit Union!.We are hiring for full-time Financial Advisors to join our Member Contact Centre!.Full-time, this position is fully remote, however, applicants must reside within Alb...Show moreLast updated: 18 days ago
As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.This could be th...Show moreLast updated: 22 days ago
Join Enbridge in an outstanding opportunity to develop the financial governance framework of our Pipeline Integrity group.
We are seeking a Financial Governance Advisor who is ambitious diligent and...Show moreLast updated: 27 days ago
SUN LIFE FINANCIAL ADVISOR page is loaded.Apply locations Edmonton, Alberta time type Full time posted on Posted 2 Days Ago job requisition id JR00034436.You are as uniqu...Show moreLast updated: 30+ days ago
Financial Advisor- CIRO-ID
CIBCEdmonton, Division No. 11, CAFull-time
Loan Consultant : Financial Solutions Advisor
Fairstone Financial Inc.Edmonton, Division No. 11, CAFull-time
Financial Analyst
Robert HalfEdmonton, AB, CAPermanent
Quick Apply
Financial Advisor - Beverly
Servus Credit UnionEdmonton, Division No. 11, CAFull-time +1
SUN LIFE FINANCIAL ADVISOR
Sun LifeEdmonton, Division No. 11, CAFull-time +1
Customer‑Focused Financial Services Advisor
Moneymart Inc.Edmonton, Division No. 11, CAFull-time
Financial Advisor (Barrhead, AB)
Co-operatorsEdmonton, AB, CAFull-time
- Promoted
Financial Advisor
IG Wealth ManagementSherwood Park, AB, CanadaFull-time
Financial Advisor I
ATB FinancialEdmonton, Division No. 11, CAFull-time
Investment Advisor — Path to Financial Planner
BMOEdmonton, Division No. 11, CAFull-time
Financial Advisor- CIRO-ID
Canadian Imperial Bank of CommerceEdmonton, Division No. 11, CAFull-time
Financial Advisor The Grange, Edmonton, AB
Scotiabank Global SiteEdmonton, Alberta, CanadaFull-time
Senior Financial Advisor - Growth & Impact (Edmonton)
ScotiabankEdmonton, Division No. 11, CAFull-time
Financial Advisor
RBCEdmonton, Division No. 11, CAFull-time
- Promoted
Administration Assistant / Financial Advisor Assistant
Principled Centred Financial Services Inc.Edmonton, AB, CanadaFull-time
Financial Advisor - Member Contact Centre
Connect First Credit UnionEdmonton, AB, CANFull-time
- Promoted
Financial Advisor
Financière Sun LifeEdmonton, AB, CanadaFull-time
Financial Governance Advisor
EnbridgeEdmonton, Alberta, CanadaFull-time
SUN LIFE FINANCIAL ADVISOR
Sun Life FinancialEdmonton, Division No. 11, CAFull-time +1
Financial Advisor- CIRO-ID
CIBCEdmonton, Division No. 11, CA1 day ago
Job type
- Full-time
Job descriptionYou put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do. You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity. You act like an owner. You thrive when you\'re empowered to take initiative, go above and beyond, and deliver results. You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets. You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference. You’re a certified professional (CIRO-ID). You have current accreditation and good standing for CIRO-ID licensing requirements; Canadian Securities Course (CSC) written within the past 3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME). You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI / ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI / ICB Legal & Ethical Aspects of Financial Planning Course (0790). Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program , defined benefit pension plan , an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. Subject to plan and program terms and conditions CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Business Development Client Service Community Connections Financial Advising Investments Lending Portfolio Management Results-Oriented
Overview
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What You'll Be Doing
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping them secure their futures, own homes, and set up businesses.
You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.
How You\'ll Succeed
- Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.
- Business development - Deeply understand your local market and potential client base to create sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
- Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.
Who You Are
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
What You Need To Know
Job Location
Edmonton-Parkdale
Employment Type
Regular
Weekly Hours
37.5
Skills
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