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Financial planning analyst Jobs in Lacombe, AB

Last updated: 7 hours ago
Financial Planner, Investment Retirement Planning Assistant

Financial Planner, Investment Retirement Planning Assistant

Royal Bank of Canada>WOOD BUFFALO, Canada
As a Financial Planner, Investment and Retirement Planning Assistant, you support a top producing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activ...Show moreLast updated: 13 days ago
Manager, Capital Infrastructure Planning

Manager, Capital Infrastructure Planning

Government of Alberta, Alberta
Lead the Way : Plan Sustainable Infrastructure for Alberta Parks!.Your passion can help protect Alberta Parks - be part of the team that ensures their vitality and enjoyment for all who visit.The Ma...Show moreLast updated: 30+ days ago
Data Analyst

Data Analyst

apricusretBlackfalds, Canada, Canada
Quick Apply
We are committed to providing our customers with efficient, convenient, and reliable shopping experiences.As we continue to grow and expand, we are looking for a skilled and dynamic Data Analyst to...Show moreLast updated: 30+ days ago
Intermediate Financial Accountant

Intermediate Financial Accountant

Recruitment PartnersAlberta, CA
Intermediate Financial Accountant.Our client is searching for an Intermediate Financial Accountant to join their team.This role will be responsible for maintaining and growing the core accounting f...Show moreLast updated: 8 days ago
Procurement Analyst

Procurement Analyst

agilius work solutionsChristina lake, AB, CA
CA$40.00–CA$45.00 hourly
Responsible to complete the daily inventory run to purchase requisitions for re-stock and work order requirements.Responsible to source materials for inventory, maintenance and operations utilizing...Show moreLast updated: 30+ days ago
Financial Services Manager

Financial Services Manager

Core Auto GroupAlberta, AB, CAN
Quick Apply
Core Auto Group is currently seeking a Financial Services Manager.At Core Auto Group, we are more than just dealerships, we are part of an exclusive club of driving enthusiasts who believe that the...Show moreLast updated: 11 days ago
Are you a Data Cleansing Assistant looking to transition your career into a Business Analyst

Are you a Data Cleansing Assistant looking to transition your career into a Business Analyst

estaffing IncAB, Canada
CA$40.00–CA$60.00 hourly
Full-time
Quick Apply
Are you a Data Cleansing Assistant seeking a significant career transformation? Consider transitioning to Business Analyst< / b&g...Show moreLast updated: 3 days ago
Manager, Planning, Engineering & Safety

Manager, Planning, Engineering & Safety

The Engineering Institute of CanadaStrathcona County
CA$120,684.20–CA$150,859.80 yearly
Permanent
Provide Council, the public, and internal / external stakeholders with sound advice and engineering rationale for traffic engineering and safety concerns while maintaining policies, bylaws, and strat...Show moreLast updated: 30+ days ago
Procurement Analyst, CTCHO Analyst

Procurement Analyst, CTCHO Analyst

PetroplanAlberta
CA$35.00–CA$41.00 hourly
Title : Procurement Analyst, CTCHO Analyst.Description : We have a Contractor opportunity available as an SCM Upstream Analyst to provide day to day procurement support during planned turnarounds at ...Show moreLast updated: 30+ days ago
  • Promoted
Senior Financial Analyst -Corporate Accounting

Senior Financial Analyst -Corporate Accounting

North American Energy Partners, Inc.AB, Canada
Temporary
Reporting directly to the Manager Corporate Finance, the.Senior Financial Analyst – Corporate Finance”.Financial Statements including all supporting schedules, reconciliations, and analysis as requ...Show moreLast updated: 7 days ago
Cloud Analyst

Cloud Analyst

WBM TechnologiesAlberta, CA
CA$110,000.00–CA$120,000.00 yearly
Temporary
Are you passionate about being a part of a highly innovative solutions environment where the people are dedicated and focused on continuous learning and collaboration? Canadian Natural is looking f...Show moreLast updated: 30+ days ago
  • New!
Financial Analyst - Junior

Financial Analyst - Junior

S M Software Solutions IncAB, CA
Temporary
Quick Apply
Job Title : GOAPRDJP00000509 - Financial Analyst - Junior Client : Government of Alberta Work Location : PO BOX 639 108 WHEATLAND AVE , Edmonton , Alberta , CAN , T5J 9Z9, Onsite Estimated Star...Show moreLast updated: 7 hours ago
  • Promoted
Business Analyst

Business Analyst

10 Percent Recruiting Ltd.Greater Edmonton Metropolitan Area, Canada
Full-time +1
All applicants must be legally entitled to work in Canada.We are seeking a dedicated and detail-oriented Business Analyst to join our not-for-profit client. The successful candidate will work onsite...Show moreLast updated: 6 days ago
  • Promoted
Payroll Analyst

Payroll Analyst

Connect Consulting Inc.Alberta, Canada
Full-time
Our client is looking for an experienced Payroll Analyst to join their growing team.This position will be accountable to lead and execute key payroll auditing processes, data analytics and reportin...Show moreLast updated: 3 days ago
Financial Planner, Investment and Retirement Planning

Financial Planner, Investment and Retirement Planning

0000050007 Royal Bank of CanadaLACOMBE, Alberta, Canada
CA$20.00 hourly
Full-time
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully su...Show moreLast updated: 30+ days ago
Entry Level Financial Services

Entry Level Financial Services

Spade RecruitingAlberta, Canada
CA$55,000.00 yearly
Full-time
AIL is a leading insurance and supplemental benefits provider.The company provides its clients with value and unbeatable customer service with complete transparency and integrity.That's what makes ...Show moreLast updated: 30+ days ago
Financial Planning & Retirement Consultant

Financial Planning & Retirement Consultant

Co-operatorsAB, CA
CA$63.00–CA$106.00 hourly
Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy.That’s why we p...Show moreLast updated: 10 days ago
Financial Advisor - Ponoka

Financial Advisor - Ponoka

Servus Credit UnionLacombe, Alberta, Canada
CA$52,121.00–CA$72,869.00 yearly
Posting Closes : August 9, 2024, 4 : 00 pm (MST).Employment Status : Full-time, hours per week.Compensation : $52,121 to $72, 869 per annum (depending on experience). Your home branch will be Ponoka and...Show moreLast updated: 30+ days ago
Tax & Estate Planning Accountant

Tax & Estate Planning Accountant

IG Wealth ManagementAlberta, Canada
CA$50,000.00–CA$100,000.00 yearly
Provide advanced taxation and other financial planning support for IG Wealth Advisors by responding to their questions or issues received by telephone and e-mail. Prepare written reports (based on d...Show moreLast updated: 30+ days ago
  • Promoted
Analyst, Planning and Optimization

Analyst, Planning and Optimization

RONArocky view, AB, Canada
Full-time
At RONA, our employees let their passion blossom every day.Our teams are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities...Show moreLast updated: 1 day ago
Financial Planner, Investment Retirement Planning Assistant

Financial Planner, Investment Retirement Planning Assistant

Royal Bank of Canada>WOOD BUFFALO, Canada
13 days ago
Job description

Job Summary

Job Description

What is the opportunity?

As a Financial Planner, Investment and Retirement Planning Assistant, you support a top producing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support.  Provide primarily responsive client contact management through telephone, fax and e-mail requests.  Develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. Manage office routines to ensure efficiency is maintained through availability and effective management of files and records. Gathering and preparing material required for presentations, meetings, marketing initiatives, etc.

The work environment is a combination of branch and home office, depending on the needs of the Financial Planner, Investment and Retirement Planning.

What will you do?

  • Consistently provide superior responsive service to client fax / e-mail / telephone requests
  • Consistently provide superior responsive execution and delivery of client transactions / requests
  • Be familiar with key referral sources and have strong organizational awareness
  • Demonstrate personal commitment to ensure skills and knowledge are up-to-date
  • Consistently provide superior responsive service to client requests in order to build customer loyalty and trust

What do you need to succeed?

Must-have

  • You should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environment
  • Strong skills in problem solving and sense of urgency are key in this position, as well as customer service, listening and understanding, achievement / motivation, teamwork and co-operation, initiative and pro-activity
  • Excellent communication skills, oral / written skills, good business writing
  • Resourcefulness and able to work independently
  • Be extremely well organized with the ability to multi-task and prioritize
  • You are an energetic and enthusiastic team player who pays attention to detail
  • Strong computer skills in Microsoft Office including Word, Power Point, Excel, Outlook and Marketing Central
  • Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet would be an asset
  • What’s in it for you?

    We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits and competitive compensation
  • Leaders who support your development through coaching and managing opportunities
  • A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded
  • Job Skills

    Client Centricity, Communication, Critical Thinking, Curiosity

    Additional Job Details

    Address :

    106 MILLENNIUM DR : FORT MCMURRAY

    City : FORT MCMURRAY

    Country : Canada

    Work hours / week : Employment Type :

    Part time

    Platform :

    PERSONAL & COMMERCIAL BANKING

    Job Type : Regular

    Pay Type : Salaried

    Posted Date : 2025-01-17

    Application Deadline :

    2025-01-31

    Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

    I nclusion and Equal Opportunity Employment

    At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

    We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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