Jobs
>
Calgary

    Associate Financial Advisor - Calgary, Canada - Robin Oxley IG Wealth

    Robin Oxley IG Wealth
    Robin Oxley IG Wealth Calgary, Canada

    2 weeks ago

    Default job background
    Description
    Company Description

    My practice at IG Wealth Management focuses on high net worth retirees, business owners, & professionals.

    With a focus on great client service along with building excellent relationships, we are quickly growing to be one of the top practices in my tenure.

    The Opportunities

    • Be mentored by a successful consultant in the industry;
    • Join a company that will help you succeed in the future;
    • Be a part of a growing practice that could provide endless opportunities
    Role Description


    This is a full-time role for an Associate Financial Advisor at Robin Oxley IG Wealth Management located in Calgary, AB.

    The Associate Financial Advisor will be responsible for providing financial planning, retirement planning, estate planning, tax planning, and investment advice to clients.

    The role will also involve financial advisory services and managing client portfolios.

    This is a hybrid role, with the expectation of working mainly in Calgary, AB but with flexibility for some remote work.

    You must be a self-motivated/managed and disciplined individual with an entrepreneurial spirit who has a passion for networking and ability to create and maintain relationships.

    Qualifications

    • Must be MFDA Licensed
    • CFP is a plus
    • Financial Planning, Finance, and Retirement Planning skills
    • Experience in providing investment advice
    • Knowledge and expertise in financial advisory services
    • Strong analytical and problemsolving skills
    • Excellent communication and interpersonal skills
    • Ability to work independently and as part of a team
    The Benefits

    • Salary plus commission & bonus opportunities;
    • Flexible hours when needed
    • Entrepreneurial culture that promises personal growth and development in the high net worth market;
    • Modern work environment;
    • The opportunity to explore new challenges and drive your own success.
  • CIBC

    Financial Advisor- IFC or CSC

    1 week ago

    CIBC Calgary, Canada Temps plein

    Nous 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 ...

  • CIBC

    Associate Financial Advisor

    3 weeks ago

    CIBC Calgary, Canada Temps plein

    Nous 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 ...

  • CIBC

    Financial Advisor

    1 week ago

    CIBC Airdrie, Canada Temps plein

    Nous 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 ...

  • CIBC

    Financial Advisor-MFDA/AMF

    2 days ago

    CIBC Calgary, Canada Temps plein

    Nous 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 ...

  • Lavern Rankin - Eau Claire Partners Inc.

    Advisor, Financial Planning

    1 week ago

    Lavern Rankin - Eau Claire Partners Inc. Calgary, AB, Canada

    Company DescriptionEau Claire Partners Inc. is a 100 % Canadian owned financial services company with the head office located in Calgary, AB and is expanding and growing across Canada. Our mission is to create a dynamic and supportive hybrid environment for financial services ent ...

  • Scotiabank

    Senior Financial Advisor

    19 hours ago

    Scotiabank Calgary, AB, Canada

    Press Tab to Move to Skip to Content Link · Select how often (in days) to receive an alert: · Requisition ID: 201250 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be... · Senior Financial Advisor · ...

  • DGA Careers

    Associate Advisor/Financial Planner

    2 days ago

    DGA Careers Calgary, Canada

    Associate Advisor/Financial Planner · About the Job · Our client is seeking a driven Associate Advisor/Financial Planner to join their boutique financial services practice. They specialize in Wealth Management, Financial Planning, Insurance, and Group Benefits, offering their cli ...

  • Enbridge

    Sr Advisor Financial Planning

    2 weeks ago

    Enbridge Calgary, Canada Full time

    Posting End Date: · June 11, 2024 Employee Type: · Regular-Full time Union/Non: · This is a non-union position Are you curious about how companies make strategic and tactical decisions? Do you have a passion for developing innovative approaches and solutions to business ...

  • Enbridge

    Sr Advisor Financial Reporting

    2 weeks ago

    Enbridge Calgary, Canada Full time

    Posting End Date: · June 09, 2024 Employee Type: · Regular-Full time Union/Non: · This is a non-union position Are you an outstanding colleague with an Accounting Designation? Do you have strong analytical skills and strive to build and maintain collaborative working rel ...

  • Robin Oxley IG Wealth

    Associate Financial Advisor

    2 weeks ago

    Robin Oxley IG Wealth Calgary, Canada

    Company Description My practice at IG Wealth Management focuses on high net worth retirees, business owners, & professionals. With a focus on great client service along with building excellent relationships, we are quickly growing to be one of the top practices in my tenure. The ...

  • Spirit Omega Inc.

    Financial Advisor

    3 weeks ago

    Spirit Omega Inc. Calgary, Canada

    · In partnership, our client is hiring a First Nations, Metis or InuitFinancial Advisor (Banking) in Calgary for a full-time permanent career. · Deadline for applying is June 3, 2024 · OVERVIEW · Reporting to the Branch Manager, your primary objective is to bring our noble purpo ...

  • Targeted Talent

    Financial Advisor

    1 month ago

    Targeted Talent Calgary, Canada Full time

    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 fir ...

  • Servus Credit Union

    Financial Advisor

    2 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 ...

  • Servus Credit Union

    Financial Advisor

    2 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 ...

  • IBM Computing

    Financial Advisor

    3 weeks ago

    IBM Computing Calgary, AB, Canada

    As an Application Package Specialist, you'll help clients in the selection, implementation, and production support of application packaged solutions. IBM Consulting helps our clients fundamentally redesign experiences to create new sources of value, digitally reinvent their opera ...

  • DGA Careers

    Associate Advisor/Financial Planner

    1 day ago

    DGA Careers Calgary, Canada

    Associate Advisor/Financial Planner · About the Job · Our client is seeking a driven Associate Advisor/Financial Planner to join their boutique financial services practice. They specialize in Wealth Management, Financial Planning, Insurance, and Group Benefits, offering their ...

  • Scotiabank

    Senior Financial Advisor- Edgemont, AB

    3 weeks ago

    Scotiabank Calgary, Canada

    Requisition ID: 195066 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · What your role will be... · Senior Financial Advisor · At Scotiabank we help employees build their futures – where they can be themselves, and win to ...

  • Enbridge Inc.

    Sr Advisor Financial Planning

    1 week ago

    Enbridge Inc. Calgary, Canada

    Sr Advisor Financial Planning & Analysis page is loaded · Sr Advisor Financial Planning & Analysis · Apply remote type Hybrid: Remote and Office locations Calgary, AB, CAN time type Full time posted on Posted Yesterday job requisition id 64170 Posting End Date: · June 13, 202 ...

  • Enbridge Inc.

    Sr Advisor Financial Planning

    1 week ago

    Enbridge Inc. Calgary, Canada

    Sr Advisor Financial Planning & Analysis page is loaded · Sr Advisor Financial Planning & Analysis · Apply remote type Hybrid: Remote and Office locations Calgary, AB, CAN time type Full time posted on Posted Yesterday job requisition id 64170 Posting End Date: · June 13, 2024 E ...

  • Enbridge Inc.

    Sr Advisor Financial Planning

    1 week ago

    Enbridge Inc. Calgary, AB, Canada

    Sr Advisor Financial Planning & Analysis page is loaded · Sr Advisor Financial Planning & Analysis · Apply remote type Hybrid: Remote and Office locations Calgary, AB, CAN time type Full time posted on Posted Yesterday job requisition id 64170 Posting End Date: · June 13, 202 ...