Financial services Jobs in Leduc, AB
Last updated: 17 hours ago
The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities.
This role may have an opportunity t...Show moreLast updated: 19 days ago
WHO WE ARE Celebrating 60 years of People | Projects | Values around the world! Michels Canada is a nationally recognized energy, infrastructure, and power construction general contractor with offi...Show moreLast updated: 30+ days ago
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: 16 days ago
Heures de travail : 40 hours per week.Show moreLast updated: 17 hours ago
Locatin : It is preferred the successful candidate reside in Westlock County or immediate area.Title : General Manager Planning & Community Services.
Westlock County's Administration Office is located...Show moreLast updated: 7 days ago
Bilingual Client Services Specialist (French / English).Alberta, Canada • Charlottetown, PE, Canada • Cochrane, ON, Canada • Fredericton, NB, Canada • Greater Sudbury, ON, Canada • Iroquois Falls, ON...Show moreLast updated: 30+ days ago
Parkland County has an opportunity for a permanent, full-time Supervisor, Planning & Development Advisory Services position in the Planning & Development Services department.Reporting to th...Show moreLast updated: 3 days ago
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: 19 days ago
ABOUT KANAWEMAHWASOWIN KAMIK INC (KKI).KKI) is laying the foundation for future success by establishing a culturally appropriate children's services legal system to protect the individual and colle...Show moreLast updated: 18 days ago
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
We are looking for a fractional CFO to help us grow our purpose-driven healthcare recruitment start-up.We hope this role will transition into a full-time position once we have scaled up (in approxi...Show moreLast updated: 2 days ago
Financial Accountant-Industrial Distribution.Our client, a leader within the North American Industrial Distribution sector, is looking for a Financial Accountant to join their team in Edmonton.The ...Show moreLast updated: 5 days ago
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
Alberta, AB • ID : 749-028 • Full-Time / Regular.LGM is a national leader in providing warranty, finance and insurance services to the Canadian automotive industry.
LGM brings innovation, quality, serv...Show moreLast updated: 30+ days ago
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: 30+ days ago
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: 24 days ago
We are looking for a Senior Manager of Business Services to lead and manage a dynamic multidisciplinary team to effectively deliver the operational revenue-generating services of the school (includ...Show moreLast updated: 30+ days ago
Eligible to work hybrid (on / off site).Influence far-reaching strategic plans and help Alberta Health Services (AHS) deliver on its commitment to improve Emergency Medical Services (EMS) response ti...Show moreLast updated: 30+ days ago
We are looking for the right people — people who want to innovate, achieve, grow and lead.We attract and retain the best talent by investing in our employees and empowering them to develop themselv...Show moreLast updated: 30+ days ago
We are seeking people who love to help customers overcome Financial technology challenges and who feel rewarded by driving high levels of customer satisfaction.
The ideal candidate helps people to u...Show moreLast updated: 30+ days ago
- Promoted
Associate Financial Advisor
The Co-operators Harpe Insurance & Financial Services Inc.Leduc, AB, CanadaFull-time
VP-Trenchless Services
Michels CanadaNisku, AB, CACA$150,000.00–CA$175,000.00 yearly
Full-time
Quick Apply
Intermediate Financial Accountant
Recruitment PartnersAlberta, CAFull-time +1
- New!
administrative services coordinator
Wee Wild OnesAB, CAserp_jobs.job_card.currency_salary_biweeklyly
Full-time +1
- Promoted
General Manager Planning & Community Services
HumanEdge Recruitment & Consulting ServicesWestlock County, CAFull-time
Bilingual Client Services Specialist (French / English)
Questrade Financial GroupAlberta, CanadaCA$2,500.00 monthly
Full-time
Supervisor, Planning & Development Advisory Services (Competition #25-20)
Parkland CountyParkland County, AB, CACA$114,500.00 yearly
Full-time +1
Quick Apply
Financial Services Manager
Core Auto GroupAlberta, AB, CANFull-time
Quick Apply
- Promoted
Finance Manager - Kanawemahwasowin Kamik Inc.
MNP Executive Search & Professional RecruitmentAlberta, CanadaFull-time
Financial Advisor - Ponoka
Servus Credit UnionLeduc, Alberta, CanadaCA$52,121.00–CA$72,869.00 yearly
Full-time
- Promoted
Chief Financial Officer (Fractional), Healthcare Recruitment Startup
Closer RecruitmentAlberta, Canada, CanadaFull-time
- Promoted
Financial Accountant
Summit Search GroupGreater Edmonton Metropolitan Area, CanadaFull-time
Entry Level Financial Services
Spade RecruitingAlberta, CanadaCA$55,000.00 yearly
Full-time +1
OEM Dealer Development Manager
LGM Financial ServicesAlberta, ABCA$20.00 hourly
Full-time
Financial Advisor in Leduc, AB
Co-operatorsLeduc, AB, CAFull-time
Financial Planner, Investment and Retirement Planning
Royal Bank of Canada>LEDUC COUNTY, CanadaFull-time
Senior Manager of Business Services
York Region District School BoardAlberta, CanadaCA$100,000.00 yearly
Full-time
Senior Program Officer – Emergency Medical Services
Alberta Health ServicesAlbertaCA$45.01–CA$60.12 hourly
Full-time
Log Data Technician - Sperry Drilling Services
HalliburtonNisku, AB, CAFull-time +1
Senior Financial Functional Consultant - Advisory Workday Success Plans
Canada Workday ULCAB, CanadaCA$150,000.00 yearly
Remote
Full-time
Associate Financial Advisor
The Co-operators Harpe Insurance & Financial Services Inc.Leduc, AB, Canada19 days ago
Job type
- Full-time
Job descriptionLife License and Mutual Fund License is required You have or are working towards a Financial Planning designation ie. Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Professional Financial Advisor (PFA)General or other Insurance License(s) may be required depending on the specialty focus for the role. Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses You have (3) three years of experience in the financial services industry, with experience in investment and life product sales. Knowledge of insurance products and strong underwriting skills is an asset Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office Valid drivers license may be required The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment. You will travel occasionally and are required to have your own vehicle, valid driver’s license, and insurance. Extended work hours, including evenings and weekends Strict confidentiality with respect to client’s medical history, financial status and other personal information.
The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home / auto insurance) and specialty lines (farm and / or commercial) portfolios with a financial services focus.
Responsibilities
- Support development of the agency operation through the sales and profitable growth of life, group and wealth management products
- Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
- Proactively complete client reviews focusing on life and wealth management products.
- Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan
- Complete front line risk assessment and selection, following underwriting guidelines
- Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals
- Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility
- Support programs to build multi-client relationships.
- Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately
- Support the agency team in their daily activities
Qualifications
What to expect :