Space planner • edmonton ab
Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner to... Show more
The primary focus of the Project Scheduler is to develop, detail, expand and maintain project schedules for one or more assigned Major Projects.The planning and schedule development will be done in... Show more
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 more
Advisory services, Commercial banking .Commercial & Private Banking 1859 team means working closely with the commercial account managers and several other internal and external partners as a cr... Show more
Une carrière en tant que spécialiste senior en production multimédia dans l’équipe de Studio 24 – Pratiques numériques, à la Banque Nationale, c’est agir à titre de spécialiste en production d’évén... Show more
This posting is intended to collect expressions of interest for potential future opportunities.As a Planner/Scheduler, you will be responsible for the day-to-day planning and scheduling activities ... Show more
Confined Space Monitor / Air Trailer Attendant Location: Various Shutdown Projects Across Alberta Position Type: Contract Wage/Salary Range: $25.Shift Schedule: Rotational shutdown schedules includ... Show more
Senior Planner SchedulerReporting to the Project Controls Manager, the primary purpose of the Senior Planner/Scheduler is to lead the planning and scheduling function for large, complex projects or... Show more
Une carrière d’associé en Gestion de patrimoine à la Banque Nationale, c’est un emploi où tu mets de l’avant ton habileté à travailler en synergie avec la clientèle et tes collègues.Dans ce rôle, t... Show more
Grounded in safety, quality, and ethics, our experts lead their fields with dedication, a creative spirit, and a vision for growth.We draw from more than 20 technical specialties worldwide and are ... Show more
Join us in an exciting adventure to complete the.Be part of this transformative journey and help us create a lasting impact for generations to come!.The Scheduler is responsible for planning, devel... Show more
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 more
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Fina... Show more
We are Currently Seeking: High Pressure Tank Cleaning and Confined Space Entry Laborers.Locations: Across Northern Alberta.Operate high-pressure wash systems (20,000 PSI) to clean tanks, pipes, hea... Show more
Advisory services, Commercial banking .A career as a Senior Account Manager, Commercial Banking at National Bank means being responsible for growing the portfolio of business clients assigned ... Show more
Conseils et services aux entreprises .Faire carrière à titre de directrice ou directeur services aux entreprises à la Banque Nationale, c'est avoir la responsabilité de faire croître le portefeuill... Show more
A career as a Senior Multimedia Production Specialist in the Studio 24 – Digital practises team at National Bank means you can work as a specialist in the production of high-impact digital events a... Show more
Planner SchedulerAs a Planner/Scheduler, you will play a pivotal role in developing, maintaining, and monitoring project schedules for multiple construction projects across both pre-construction an... Show more
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues.In this role, you will help wealth advisors to stand out ... Show more
){kind=logo}
Description
:Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business development, you will:
Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services
Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
Contribute to team and department goals while strengthening customer service and dedication
Monitor service, productivity and assess efficiency and implement continuous improvements
Be knowledgeable of best practices and procedures and stay ahead of emerging trends
Acquire and apply expertise, provide mentorship, assistance and direction to others
Maintain a culture of risk management and control, supported by aligned risk appetite
Participate fully as a member of the team, support a positive and service-oriented work environment
Educational Requirements:
University Degree (preferred)
3 – 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred)
CIRO Registered Representative (RR) license within first 120 days in role
Achieve Certified Financial Planner (CFP) designation within first 3 years in role
University Degree OR meet one of the following:
Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying
Up to 10 years of qualifying work experience
Skills you will require:
Passion for financial planning and driven to help clients reach their financial & life goals
Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development
Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment
You have excellent people and problem-solving skills that help you build and maintain client relationships
Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationship
#LI-Wealth
Who We Are:TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.Our Total Rewards Package
