- Promotes a culture of compliance throughout the firm.
- Recommends strategies clients can use to achieve their financial goals and objectives, including advice
- Manages client base with constant contact strategy.
- Meets with clients to determine their current income, expenses, insurance coverage, tax status,
- Completes projects and special assignments by establishing objectives; determining priorities; managing
- Exhibits the firm's values of leadership, teamwork, respect, accountability and passion
- Responsible to adhere to all compliance and regulatory requirements as set out by the firm and
- Creates, organizes and executes a successful and effective sale process, acquiring new clients along
- Works within the team on asks such as Insurance Management.
- Is accountable to follow company policies and procedures.
- Utilizes company approved tools and software.
- Identifies opportunities and works with the team members to create solutions for clients.
- Manages client relationships.
- Services and expands new and existing clients by introducing them to the firm's services.
- Reviews accounts to determine if life changes necessitate new financial strategies.
- Updates job knowledge by participating in educational opportunities, reading professional
- Identifies and keeps abreast of new market trends; shares and educates where appropriate.
- Responsible for revenue generation and proactively identify opportunities to grow the business
- Identifies opportunities to gather additional assets and/or increase revenue within the existing
- Ability to see the "big picture" while staying aligned to the firm's vision.
- Has a love for the financial services industry, specifically financial planning and a desire to grow in this
- Holds self-accountable to high levels of client service with a focus on maintaining and building strong
- Ability to listen, be responsive to client needs and empathy; persuasive and articulate communication
- Strong analytical skills, the ability to use databases and conduct financial research, in addition to
- Entrepreneurial Spirit – a love to embrace new opportunities and make things happen, thrive in a fast
- Highly organized and results oriented with demonstrated flexibility.
- Strong personal ethics.
- College, University degree or equivalent.
- CSC accreditation.
- CIM an asset.
- CFP Designation and Membership in the Financial Planning Association or other industry groups.
- Insurance licensing an asset.
- Should have working knowledge of estate planning, power of attorney, wills, family trusts, insurance
- Must have proven success in building solid client relationships.
- IT literacy
-
Financial Advisor
1 week ago
Evermark Financial Calgary, CanadaWho we are: · Evermark Financial is a boutique financial services firm based in Cochrane, Alberta. We pride ourselves on always doing the right thing for our clients - whether we are helping them with their investments, retirement planning, insurance, or group plan, the client al ...
-
Financial Advisor
3 weeks ago
Servus Credit Union Calgary, Canada**Salary/Wage Range: $50, ,091 (based on experience)** · **Posting closes: December 4th, 8:00 am** · We're embarking on a journey toward a bold new future for Servus Credit Union and in order to be the best, we need the best people doing their best work. Gone are the days of stat ...
-
Financial Advisor
3 weeks ago
Servus Credit Union Calgary, Canada**Posting Closes: February 28, 2023** · We are currently looking for **Financial Advisors **for our newest location opening in March of 2023. · Location: Buffalo Run location Address: #901, 11501 Buffalo Run Boulevard · **Compensation: $50,850 **to** $71,091. (based on experience ...
-
Financial Advisor
1 week ago
Servus Credit Union Calgary, Canada**Employment Status: Full-time** · **Salary Range: $50,850 to $71,091 (dependent on experience level)** · Servus is growing We are currently looking for a **Financial Advisor for our Calgary Panorama Hills branch.** · Reporting to the Branch Manager, your primary objective is to ...
-
Financial Advisor
1 week ago
CIBC Calgary, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
-
Financial Advisor
3 weeks ago
Scotiabank Calgary, CanadaRequisition ID: 171626 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themsel ...
-
Financial Advisor
2 weeks ago
Scotiabank Calgary, CanadaRequisition ID: 179789 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themsel ...
-
Financial Advisor
2 weeks ago
Scotiabank Calgary, CanadaRequisition ID: 172318 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themselves, and win together. ...
-
Financial Advisor
3 days ago
CIBC Calgary, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
-
Associate Financial Advisor
1 week ago
Griffith & Associates Financial & Estate Planning Calgary, CanadaGriffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and busin ...
-
Associate Financial Advisor
2 weeks ago
CIBC Calgary, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
-
Financial Aid Advisor
2 weeks ago
Bow Valley College Calgary, CanadaBow Valley College is Calgary and region's only Comprehensive Community College with 14,000 full · - and part-time students and campuses in Airdrie, Cochrane, and Okotoks. Our graduates contribute to the digital economy, careers in business, TV & film production, and serve on the ...
-
Advisor Financial Reporting
3 weeks ago
Enbridge Calgary, CanadaPosting End Date: · March 24, 2024 · Employee Type: · Regular-Full time · Union/Non: · This is a non-union position · Are you looking for an opportunity to be an essential team player in ensuring compliance with continuous disclosure requirements? If you are a designated Accounta ...
-
Associate Financial Advisor
2 days ago
Griffith & Associates Financial & Estate Planning Services Ltd Calgary, CanadaGriffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and busin ...
-
Financial Advisor-MFDA/AMF
1 week 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 ...
-
Financial Advisor
2 weeks ago
CIBC Airdrie, 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 ...
-
Advisor Tidal Financial Services
1 week ago
Enbridge Calgary, CanadaPosting End Date: · April 03, 2023 · Employee Type: · Regular-Full time · Union/Non: · This is a non-union position · What you will do: · Tidal Banking Function · - Lead Tidal banking team to complete large sum critical business payments including Tidal Power, Tidal Gas, Tidal Ca ...
-
Mobile Financial Advisor Associate
1 day ago
Servus Credit Union Calgary, Canada**Posting Closes: May 15, 4:00 pm (MST)** · **Employment Status: Full-time hours per week (extended hours; Monday · - Saturday branches)** · **Compensation: $49,613 - $62,016 per annum** · **District**:Calgary South Region · **Requirement to travel to the following locations**:(O ...
-
The University of Calgary Calgary, Canada**Position Overview** · The **Calgary Centre for Clinical Research** in the **Cumming School of Medicine** is currently seeking a Full-time Limited Term **Financial Research Advisor **for approximately 12 months. · This position reports to the Director of the Calgary Centre for C ...
-
Financial Administrative Advisor, Calgary Centre
5 hours ago
The University of Calgary Calgary, Canada**Position Overview** · This position reports to the Director of the Calgary Centre for Clinical Research (CCCR) and will liaise with Clinical Trial Coordinators, CSM Legal, Research Accounting and Accounts Receivable in regards to budgets and financial information in research co ...
Financial Advisor - Calgary, Canada - Targeted Talent
Description
TITLE:
Financial Advisor
LOCATION:
Calgary, AB
REPORTING: Senior Financial Advisor
JOB PURPOSE:
Why does this role exist?
The primary responsibility of a Financial Advisor (FA) is to proactively identify, develop and maintain strong
client relationships within the firm's Legacy book of business through regular contact and providing timely,
value-added information, advice and recommendations. The FA is to leverage financial planning tools to
help clients understand what they need to do to reach their goals and to encourage them to act on my
recommendations. This role reports to the Senior Financial Advisor.
KEY ACCOUNTABILITIES:
business planning and estate planning.
plans.
CRITICAL PERFORMANCE AREAS
FIRM CONTRIBUTION
CLIENT MANAGEMENT
LEADERSHIP AND TEAM DEVELOPMENT
FINANCIAL AND BUSINESS PERFORMANCE
FUNCTIONAL COMPETENCIES
QUALIFICATIONS