Location
edmonton
Posted
June 05, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Guide clients in wealth management as a Financial Planner, ensuring the achievement of their financial goals. Employ your relationship-building skills in a fast-paced environment to deliver exceptional service.
This role empowers you to identify clients' unique financial objectives and provide comprehensive solutions. With your 3-5 years of play in the financial services sector, you'll engage in assessments and enhance service quality. Participate actively in a collaborative team setting to meet department and client goals.
Key Responsibilities:
β’ Identify and assess client financial goals
β’ Conduct analysis and provide actionable recommendations
β’ Support team objectives and client service initiatives
β’ Monitor performance and suggest improvements
β’ Offer mentorship within the team environment
Requirements:
β’ 3-5 years of financial services expertise
β’ University Degree is preferred
β’ Obtain CIRO Re...
This role empowers you to identify clients' unique financial objectives and provide comprehensive solutions. With your 3-5 years of play in the financial services sector, you'll engage in assessments and enhance service quality. Participate actively in a collaborative team setting to meet department and client goals.
Key Responsibilities:
β’ Identify and assess client financial goals
β’ Conduct analysis and provide actionable recommendations
β’ Support team objectives and client service initiatives
β’ Monitor performance and suggest improvements
β’ Offer mentorship within the team environment
Requirements:
β’ 3-5 years of financial services expertise
β’ University Degree is preferred
β’ Obtain CIRO Re...