- Education: Bachelor's degree
- Experience: 1 year to less than 2 years
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Financial planning
- Efficient interpersonal skills
- Excellent oral communication
- Organized
- Team player
- Work Term: Permanent
- Work Language: English
- Hours: 30 hours per week
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Financial Planner
Found in: Talent CA C2 - 2 weeks ago
BMO Calgary, Canada Full timeApplication Deadline: · 04/22/2024Address: · 595 8th Ave SW West TowerJob Family Group: · Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solution ...
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financial planner
Found in: Talent CA 2 C2 - 1 day ago
CDI College - Calgary North Calgary, CanadaEducation: · Expérience: · Education · Bachelor's degree · Tasks · Identify clients' financial goals and objectives · Analyze clients' financial records · Develop financial plans for clients · Make recommendations concerning cash management, insurance coverage, investment plann ...
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Senior Financial Planner, CFP
Found in: Talent CA C2 - 6 days ago
Blue Chip Recruiting Ltd. Calgary, Canada Full time/Direct HireOur Wealth Management client is looking for a Senior Financial Planner(CFP) in the Calgary area to join them. The Team includes a diverse group of financial experts and industry veterans who strive every single day to achieve strong results for their clients. Besides growing thei ...
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Event Planner
Found in: beBee Professionals CA - 22 hours ago
Job Title: Event Planner · Location: Calgary, AB · Company: beBee Professionals · Job Description: · beBee Professionals is looking for an experienced Event Planner to join our team in Calgary, AB. The successful candidate will be responsible for planning and executing events, in ...
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Consultant à Senior manager
Found in: Jooble CA O C2 - 4 days ago
BDO Calgary, AB, CanadaSenior Consultant/Manager, SR&ED page is loaded Senior Consultant/Manager, SR&ED · Apply remote type Hybrid locations Calgary - 8th Ave SW time type Full time posted on Posted 30+ Days Ago job requisition id JR1498 Putting people first, every day · BDO is a firm built on a foun ...
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Investment Advisor
Found in: YadaJobs CA C2 - 3 weeks ago
Royal Bank of Canada CALGARY, Canada Full timeJob Summary · Job Description · 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 starting your own business, but haven't had the train ...
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Commercial RIA
Found in: Jooble CA O C2 - 4 days ago
RBC Calgary, AB, CanadaStarting date : 1 position to fill as soon as possible Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting y ...
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Directeur adjoint en magasin F/H
Found in: Jooble CA O C2 - 4 days ago
Loblaw Companies Ltd - Head Office Calgary, AB, CanadaVenez faire votre différence dans les communautés à travers le Canada, où l'authenticité, la confiance et l'établissement de liens sont valorisés - alors que nous façonnons l'avenir du commerce de détail au Canada, ensemble. Que vous débutiez votre carrière, que vous réintégriez ...
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Contract Full-Time Merchandiser
Found in: Jooble CA O C2 - 13 hours ago
Sportchek Calgary, AB, Canada Full timeMerchandise Planner ( Fulltime and Contract) page is loaded Merchandise Planner ( Fulltime and Contract) · Apply locations Calgary, AB time type Full time posted on Posted 2 Days Ago job requisition id JR134109 What you'll do · The Merchandising department is searching for the r ...
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Manager en stage H/F
Found in: Jooble CA O C2 - 4 days ago
Loblaw Companies Ltd - Head Office Calgary, AB, Canada InternshipSHIPToutes les références de candidats doivent d'abord être soumises dans Workday par un collègue de Loblaw actuel. · Venez faire votre différence dans les communautés à travers le Canada, où l'authenticité, la confiance et l'établissement de liens sont valorisés - alors que nous fa ...
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Investment Advisor
Found in: Jooble CA O C2 - 4 days ago
Royal Bank of Canada Calgary, AB, CanadaJob Summary · Job Description · Apply for your spot in our exclusive networking event, where we will discuss the Investment Advisor role and how your experience and skillset could add a new dimension to our growing team. If your application is considered, you will receive a sep ...
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Buyer, Footwear
Found in: Talent CA C2 - 6 days ago
Canadian Tire Corporation Calgary, Canada Temps pleinWhat you'll do · The Buyer designs, develops and executes strategies for one or more product categories, and oversees day to day management of the business. By fully understanding customer needs and operating in a customer-centric manner, they can maximize profits and provide a ...
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plumber
Found in: Talent CA 2 C2 - 4 days ago
WATER TECH PLUMBING AND HEATING LTD. Calgary, CanadaEducation: · Expérience: · Education · No degree, certificate or diploma · Experience · 3 years to less than 5 years · Health benefits · Dental plan · Disability benefits · Health care plan · Paramedical services coverage · Vision care benefits · Financial benefits · Bonus · Co ...
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food counter attendant
Found in: Talent CA 2 C2 - 4 days ago
CHONLEE LTD Calgary, CanadaEducation: · Expérience: · Education · Secondary (high) school graduation certificate · or equivalent experience · Screening questions · Are you currently legally able to work in Canada? · Do you currently reside in proximity to the advertised location? · Do you have previous e ...
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Project Lead
Found in: Jooble CA O C2 - 3 days ago
Clark Builders Calgary, AB, CanadaOur remarkable team, made up of individuals with unique talents and perspectives, work together each and every day to deliver exceptional, successful projects and experiences for our clients across Western and Northern Canada through innovation and inspiration. · Clark Builders ...
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Engineer Intern
Found in: Jooble CA O C2 - 4 days ago
Tetra Tech Calgary, AB, Canada InternshipSHIPAt Tetra Tech, we are collaborating with industry-leading experts for a sustainable future for our world. We combine consulting and engineering with advanced analytics and technology to solve the world's most complex challenges. Our innovation hubs across the globe will enable yo ...
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Systems Project Manager
Found in: Jooble CA O C2 - 4 days ago
AECOM (New) Calgary, AB, CanadaAt AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with cl ...
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Portfolio Management Analyst, Wealth
Found in: Talent CA C2 - 6 days ago
Blue Chip Recruiting Ltd. Calgary, Canada Full time/Direct HireOur client, a registered Independent Fund Manager, is looking for a well-organized Portfolio Management Analyst to oversee and support many elements of the Firm's pooled funds and investment operations. We want to help them find YOU: an ambitious BCom/Finance graduate who wants t ...
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Investment Specialist
Found in: Talent CA C2 - 3 days ago
CIBC Calgary, Canada Temps pleinNous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...
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Senior Policy and Business Planner
Found in: Talent CA C2 - 1 day ago
City of Calgary Calgary, Canada Full timeIf you are committed to public service, enjoy collaborating with others, share our values and have a desire to learn and grow, joinThe City of Calgary. City employees deliver the services, run the programs and operate the facilities which make a difference in our community. We su ...