Investment advisor Jobs in Lethbridge, AB
Last updated: 23 hours ago
Lethbridge, AB, 1201 - 3rd Avenue S, Lethbridge, Alberta, Canada Req #2970 Tuesday, July 9, 2024.Are you searching for new possibilities?.
Westland Insurance Group is growing and has an exciting opp...Show moreLast updated: 30+ days ago
Project based-temporary / Full-Time .Waiward is a respected construction and maintenance service provider that operates one of Canada’s largest fabrication shops based out of Edmonton, Alberta.Our ...Show moreLast updated: 30+ days ago
Are you ready to embark on a transformative journey where your location knows no bounds? Join AO, a trailblazing company that empowers you to work from anywhere, learn from industry titans, and eme...Show moreLast updated: 1 day ago
Grow your business, your way - with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.
Maybe you've dreamed of start...Show moreLast updated: 30+ days ago
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: 14 days ago
Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.
Maybe you’ve dreamed of start...Show moreLast updated: 30+ days ago
Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.
Maybe you’ve dreamed of start...Show moreLast updated: 30+ days ago
We are seeking expressions of interest from a Health, Safety, Environment (HSE) Advisor in our Infrastructure Division.Preference will be given to those with 2+ years experience.Wages are competiti...Show moreLast updated: 30+ days ago
Ready to Take Your Sales Career to the Next Level? If you’re a self-motivated sales professional ready to use your skills to make a difference in people’s lives and want to earn ...Show moreLast updated: 23 hours ago
We have ambitious growth plans and are looking for Team Members who want to grow with us.We pride ourselves on the fact that we provide limitless opportunities for growth, and we encourage it by re...Show moreLast updated: 30+ days ago
Currently accepting resumes from NT, NU, AB, BC, SK, MB.Tundra Site Services is in search of.These positions wont last long apply now!.
Tundra is currently accepting applications from experienced.Th...Show moreLast updated: 7 days ago
This full-time position has the expectation to work flexible shifts, as our contact centre is open 24 hours, Monday-Sunday, including rotational shifts of days, evenings, weekends, and holidays.Thi...Show moreLast updated: 21 days ago
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.
Specifically, you help clients with their everyday banking, ...Show moreLast updated: 30+ days ago
Being a part of BrokerLink, means you live our values : to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity....Show moreLast updated: 30+ days ago
This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ...Show moreLast updated: 4 days ago
Manager, Geophysical Data Analytics.Calgary, Denver, Houston and New Jersey .With over 37 years of seismic technology and industry application experience, we are a global, award-winning company pro...Show moreLast updated: 30+ days ago
- Promoted
Financial Advisor
1st Choice Savings and Credit Union Ltd.Lethbridge, AB, Canada Choice Savings is a full-service financial institution and cooperative serving approximately 18,500 members across a network of 5 branch locations in Southern Alberta.
With assets under administrati...Show moreLast updated: 24 days ago
- Promoted
Leadership Mentor / Business Advisor
Jobsoid Inc.Lethbridge, AB, Canada Are You Ready to Achieve More While Creating Work-Life Balance?.Are you driven to achieve but feeling like your current role isn’t rewarding enough or giving you the freedom you deserve? This could...Show moreLast updated: 11 days ago
Senior Insurance Advisor
Westland InsuranceLethbridge, ABCA$40,000.00–CA$60,000.00 yearly
Construction HSE Advisor
Waiward IndustrialAB, CACA$100,000.00 yearly
Benefits Advisor (Entry Level WFH)
AO Globe Life - Quantum Agency., AB, CARemote
Full-time
Quick Apply
Investment Advisor
RBC - Royal BankLethbridge, ABCA$20.00 hourly
- Promoted
Advisor, DC Training
RONARocky View County, AB, CanadaFull-time
Investment Advisor
Royal Bank of Canada>LETHBRIDGE, CanadaFull-time
Investment Advisor
0000050599 RBC Dominion Securities Inc.LETHBRIDGE, Alberta, CanadaCA$34.50 hourly
Full-time
HSE Advisor
Broda ConstructionAlbertaCA$25.00–CA$35.00 hourly
Senior Sales Advisor - Remote
American Income Life AO - Nasir ImodagbeLethbridge, ON, CARemote
Full-time
Quick Apply
- Promoted
Leadership MentorBusiness Advisor
Anthony J.P. ScireLethbridge, Alberta, Canada Are You Ready to Achieve More While Creating WorkLife Balance.Are youre driven to achieve but feeling like your current role isnt rewarding enough or giving you the freedom you deserve This could ...Show moreLast updated: 30+ days ago
Sales Advisor
Reliance Home ComfortLethbridge, ABCA$150,000.00 yearly
Safety Advisor
Tundra Site ServicesAB, CAPermanent
Member Contact Centre Advisor
Servus Credit UnionAB, CACA$46,364.00–CA$65,152.00 yearly
Remote
Full-time
Quick Apply
Client Advisor Intern
0000050007 Royal Bank of CanadaLETHBRIDGE, Alberta, CanadaCA$55,000.00–CA$65,000.00 yearly
Part-time
Financial Insurance Advisor
Serenia Life FinancialLethbridge, Alberta, Canada Imagine working for a company that is both .At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century.Our philosophy is to ...Show moreLast updated: 30+ days ago
Commercial Insurance Advisor
BrokerLinkLethbridge, AB, CACA$25,000.00 yearly
Full-time
Remote Benefits Advisor Alberta
HTT RecruitingAlberta, CanadaCA$69,000.00 yearly
Remote
Full-time
Quick Apply
Geophysical Service Advisor
NanometricsAlbertaCA$46.15–CA$50.00 hourly
Financial Advisor
1st Choice Savings and Credit Union Ltd.Lethbridge, AB, Canada24 days ago
Job descriptionReview and update existing credit and loan files in a timely fashion and utilize this as an opportunity to provide value-added information, advice and recommendations. Generate and develop new memberships to increase revenue by outbound calling, attending networking functions, and creating a referral base through centers of influence or existing membership base. Promote and maintain awareness of 1st Choice Savings in your community and network. Participate in any development activities to ensure the success of the branch and the organization. Maintain appropriate record keeping to ensure year end goals are met, i.e. Pipelines, goal tracking, maintaining calendar bookings, etc. Offer and assist on a broad range of investment options such as mutual funds, locked-in funds, RESPs, RIFs. Develop and maintain strong relationships with center of influences, management, members, and the community. Manage risks within the standards of sound business practice and comply with the legal and regulatory requirements. Post secondary education in commerce or finance, or an equivalent combination of education and experience. Financial Planning 1 and Financial Planning ll or working towards; continuing education may be required. Mutual Funds license and experience. 3-5 years of experience in the financial services industry with a solid understanding of retail lending (including mortgages) and investment products. Highly flexible with strong interpersonal skills to work effectively in a diverse environment. Ability to deal with people sensitively, tactfully, diplomatically and professionally at all times. Proven business development and growth skills.
Job description
Company Overview
1st Choice Savings is a full-service financial institution and cooperative serving approximately 18,500 members across a network of 5 branch locations in Southern Alberta. With assets under administration exceeding $950 million, 1st Choice Savings is a financially strong Credit Union with a promising potential for growth. The organization follows a corporate purpose and guiding principles where the goal is putting the members financial well-being first, above all else.
The Position – Financial Advisor
The Financial Advisor is responsible for recognizing needs of member and thinking creatively to identify opportunities and solutions that are mutually beneficial to 1st Choice Savings and the member’s Financial Plan.
Key Accountabilities :
Engage and deliver the 1st Choice Savings brand promise by delivering a consistent brand experience to members :
- Follow the 1st Choice Onboarding activities to ensure a consistent member experience delivery with every interaction.
- Proactively manage and maintain regular communication with an assigned portfolio of members to strengthen and grow the financial relationship by helping members manage their short to long term goals for both investment and lending needs by providing general counsel, advice, and guidance as it aligns with their financial planning strategy.
- Assist members with structuring their investment and retirement needs by utilizing different investment strategies in conjunction with the available product options, as well as optimizing the different Wealth Strategy options based on the members need and financial plan.
- Use the supporting tools available to help identify the member’s current financial situation, their future financial goals, and to support how the members can accomplish their future financial goals.
- Create and manage a scheduled contact plan to provide financial literacy sessions with assigned portfolio members.
Focus on Business Development initiatives that will align with the corporate strategy and brand promise :
Skills and Qualifications :
For further information on this opportunity or to submit a resume and cover letter, please contact :
Lily Harms
Associate People Development
403) 320-4600