lead financial planner - trust funds - Calgary - beBeeTrustee

    beBeeTrustee
    beBeeTrustee Calgary

    3 days ago

    Full time

    Job title: Senior Trust

    Description

    A governmental agency in Calgary seeks a skilled financial administrator to manage trust funds and develop financial plans for clients.

    The position requires over five years of experience in financial planning and a College/CEGEP education. Responsibilities include negotiating securities issues and ensuring compliance with regulations.

    Key Skills

    • Negotiating securities
    • Financial planning

  • Work in company

    Finanacial Advisor

    Only for registered members

    We are looking for Financial Advisors with diverse backgrounds and levels of experience to work independently and together to provide exceptional service to our clients. · Funding Buy - Sell Arrangements · Overhead and Key Person Insurance · ...

    Calgary, Alberta

    1 month ago

  • Work in company

    Relationship Manager, Private Equity

    Only for registered members

    We're looking for a standout Relationship Manager who's already thriving in high-net-worth sales—and now wants the platform, prestige, and performance history to match. You're more than just a top producer; you're a trusted advisor who knows that lasting client relationships are ...

    Calgary, AB, Canada

    3 days ago

  • Work in company

    Relationship Manager, Private Equity

    Only for registered members

    We're looking for a standout Relationship Manager who's already thriving in high-net-worth sales—and now wants the platform, prestige, and performance history to match. · ...

    Calgary, Alberta

    5 days ago

  • Work in company

    Admin Staff

    Only for registered members

    This is a part-time on-site and remote role, located in Northwest Calgary, AB. The Admin Staff will handle various administrative tasks, such as scanning, copying, digital filing of client documents etc. · handle various administrative tasks · ...

    Calgary, Alberta

    6 days ago

  • Work in company

    Grants Officer

    Only for registered members

    The Grants Officer is responsible for researching, writing and managing grant applications to foundations, corporations, government agencies, clubs and associations. This position plays a key role in securing funding to support Unison's programs and strategic priorities. · This i ...

    Calgary, AB

    2 weeks ago

  • Work in company

    Director of Development

    Only for registered members

    We invite you to join AARCS' dynamic leadership team in Calgary as our new Development Director! Imagine starting your workday knowing the impact of your efforts helps someone find companionship for their pets. · A growing fund development team,An elevated donor cultivation and s ...

    Calgary, Alberta, Canada

    3 days ago

  • Work in company

    Real Estate Legal Assistant

    Only for registered members

    We're looking for a detail-oriented and proactive Real Estate Legal Assistant to join our dynamic team. · You'll be at the heart of the action creating critical documents, approving funding, and ensuring seamless closings for our clients. · Preparing real estate documents for res ...

    Calgary, AB

    1 month ago

  • Work in company

    Senior Philanthropy Officer

    Only for registered members

    Heritage Park is Canada's largest living history museum. The Fund Development Department is responsible for securing funds to support Heritage Park's mission and programming. · ...

    Calgary, Alberta

    2 weeks ago

  • Work in company

    Senior Philanthropy Officer

    Only for registered members

    Heritage Park is preparing to launch a multi-year campaign to revitalize the landmark for generations to come. To support this vision we are expanding our fundraising team seeking a Major Gifts (Giving) Officer. · ...

    Calgary, AB

    2 days ago

  • Work in company

    Development & Capacity Building Specialist

    Only for registered members

    At United Way of Calgary and Area we believe that united we make the biggest difference. · We are currently looking for a Development & Capacity Building Specialist to join our Healthy Aging Alberta team.This role focuses on building organizational capacity related to fund develo ...

    Calgary, Alberta

    1 month ago

  • Work in company

    Business Development Associate

    Only for registered members

    We are hiring for this position out of our Calgary office.About The Role · Peoples Group is seeking a dynamic Business Development Associate to join our Real Estate Finance team based in Calgary. · ...

    Calgary, Alberta

    3 days ago

  • Work in company

    District Sales Manager

    Only for registered members

    The District Sales Manager (DSM) for Alberta will build and manage relationships with dealership partners across key markets. They will represent prime and non-prime automotive lending programs, ensuring dealerships are supported, educated, and engaged to drive consistent applica ...

    Greater Calgary Metropolitan Area

    1 month ago

  • Work in company

    Personal Banking Associate Trainee- SAIT Financial Industry

    Only for registered members

    Lieu De Travail Calgary Alberta Canada Horaire 37.5 Secteur D'activité · Services bancaires personnels et commerciaux Détails De La Rémunération $45 700 - $61 000 CAD L TD a à cœur d offrir une rémunération juste et équitable à tous les collègues Les occasions de croissance et le ...

    Calgary, Alberta

    3 weeks ago

  • Work in company

    Banquier personnel principal

    Only for registered members

    NosSeeking une personne passionnée pour se connecter avec les clients afin de leur fournir des conseils financiers personnalisés. Le candidat doit avoir une connaissance approfondie du marché local, des offres concurrentes et des tendances économiques pour soutenir les recommanda ...

    Calgary, Alberta

    1 month ago

  • Work in company

    Director, Data

    Only for registered members

    We are on a mission to save hardworking employees 10 billion dollars by creating financial empowerment platforms that help businesses make an impact on employee financial wellness.Cleaning and transforming data across the full stack from sources to analyticsMentoring and growing ...

    Calgary

    5 days ago

  • Work in company

    Director, Data

    Only for registered members

    We're looking for a Director of Data (Engineering & Analytics) to own and evolve ZayZoon's data platform, · Set a clear, pragmatic vision for how data supports ZayZoon's growth, · Build the core data foundations from the ground up, · Put simple, effective data governance in place ...

    Calgary

    5 days ago

  • Work in company

    Directeur de succursale II

    Only for registered members

    Le directeur de succursale II dirige une équipe moyenne pour initier des conversations avec les clients et créer une expérience positive. · ...

    Calgary, Alberta

    2 weeks ago

  • Work in company

    Health and Benefits Financial Analyst

    Only for registered members

    As a Health & Benefits Analyst you will support a wide variety of projects involving the design, · funding, · measurement, · & financial analysis of the full spectrum of employer health and benefit programs. · ...

    Calgary, AB, Canada

    3 days ago

  • Work in company

    Health and Benefits Financial Analyst

    Only for registered members

    · You will serve as key team member on select projects/interface with client service teams and global delivery centers to contribute to analyses and client deliverables ensuring quality standards are met. · ...

    Calgary, AB

    3 days ago

  • We are seeking exceptional educators who want to make a meaningful impact working with students in Grades 10–12. · ...

    Calgary, Alberta

    1 month ago

  • Work in company

    Health and Benefits Financial Analyst

    Only for registered members

    As a Health & Benefits Analyst you will support projects involving the design and analysis of health and benefit programs · Play an active support role in multiple client teams developing financial analyses and outputs. · Develop working proficiency of core financial theories and ...

    Calgary, Alberta

    2 days ago

Jobs
>
Calgary