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Financial Advisor Trainee Jobs in Athabasca, Alberta

Financial Advisor Associate Jobs
By Servus Credit Union At Athabasca, Alberta, Canada
Post-secondary education in Finance (or related studies)
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation
Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness
Opening and reviewing new accounts, following up with members as per member service guidelines
Preparing and entering loan application information
Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members
Financial Advisor Jobs
By Servus Credit Union At Rimbey, Alberta, Canada
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
Building a comprehensive knowledge of the local market, competitive offers, and economic trends
Post-secondary education in Finance (or related studies)
Demonstrating excellent communication skills and engaging members in conversations to finding out their immediate needs
Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
Financial Advisor I/Ii
By Servus Credit Union At Barrhead, Alberta, Canada
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
Building a comprehensive knowledge of the local market, competitive offers, and economic trends
Post-secondary education in Finance (or related studies)
Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs
Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
Financial Advisor Associate Jobs
By Servus Credit Union At Barrhead, Alberta, Canada
Post-secondary education in Finance (or related studies)
1 year of retail banking or sales experience in addition to your high school diploma.
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness.
Opening and reviewing new accounts, following up with members as per member service guidelines.
Preparing and entering loan application information.
Senior Financial Advisor Jobs
By New Outlook Wealth Inc. At Edmonton, Alberta, Canada
Sales grids that favour only the top producers
Income stabilization support OR incentives for books over $30M AUA
Full ownership of client relationships
Guaranteed, contractual book valuation at retirement
Equity in firm for practices over $50M AUA
sales grids that favour only the top producers
Trainee - Insurance Advisor
By Westland Insurance Group Ltd. At Valleyview, Alberta, Canada
Eager to grow, with minimal sales or customer service experience under your belt
You're a master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Be at the frontline, answering questions as they arise and communicating product benefits that best match client needs
An open, flexible and welcoming workplace
Plenty of opportunities to grow and learn
Autonomy to own your own success
Financial Advisor Jobs
By NorQuest College At Edmonton, Alberta, Canada
3+ years experience in student advising or in a student-centred role in a post-secondary setting.
Excellent communication skills – both oral and written.
Exceptional customer service and interpersonal skills.
Knowledge of PeopleSoft would be an asset.
We offer flexible work options.
Provide funding advice, information, and assistance, in person, over the phone and electronically, to applicants and current students.
Financial Advisor Associate - Edmonton
By ATB Financial At Edmonton, Alberta, Canada
Good working knowledge of wealth management solutions, sales processes, policies, and procedures
Organizes and attends client hosting events by planning all event management activities to ensure a successful & value-add affair.
Strong working knowledge of G-suite and computer skills
Some post secondary education preferred or previous industry related experience would be an asset
Maintains a strong understanding of investment related regulations, sales processes, policies & procedures, and compliance requirements.
Proven experience in prospecting and networking in previous roles is an asset
Financial Advisor - Edmonton, Alberta
By IG Wealth Management At Edmonton, Alberta, Canada
Offer exceptional income potential, where your earnings are reflective of your efforts.
Provide industry-leading training, support, and ongoing development throughout your career
Support you through a team of advanced financial planning experts and a network of wealth planning, mortgage, and insurance planning specialists
Encourage independence and work-life synergy as you plan your schedule
Operations Financial Advisor Jobs
By SPECTRAFORCE At Fort McMurray, Alberta, Canada
Staff throughout various internal departments, Operations Engineering, working groups, Operations Services and Supply Chain Management
Comfortable with driving up to 400KM to remote facilities providing face to face support to operational staff
Direct coordination daily with Finance Team
Managers/Supervisors, Area Operations - Provision of services and support to Region
Excellent analysis and problem-solving skills
Outstanding communication, interpersonal, organizational and team skills
Financial Advisor Associate - Barrhead
By Servus Credit Union At Barrhead, Alberta, Canada
Post-secondary education in Finance (or related studies)
Status: Full-time (37.5 hours a week); entitled to excellent company benefits
1 year of retail banking or sales experience in addition to your high school diploma.
Compensation: $48,403 - $60,504 per annum
Closing Date: As soon as a suitable candidate is found.
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
Financial Advisor - Bow Island
By Servus Credit Union At Bow Island, Alberta, Canada
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
Building a comprehensive knowledge of the local market, competitive offers, and economic trends
Post-secondary education in Finance (or related studies)
Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs
Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
Financial Advisor, Mfda Jobs
By CIBC At Edmonton, Alberta, Canada
You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Financial Advisor - Southview
By Servus Credit Union At Medicine Hat, Alberta, Canada
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
Building a comprehensive knowledge of the local market, competitive offers, and economic trends
Post-secondary education in Finance (or related studies)
Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs
Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
Financial Advisor - Mill Creek Meadows
By Servus Credit Union At Edmonton, Alberta, Canada
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
Building a comprehensive knowledge of the local market, competitive offers, and economic trends
Post-secondary education in Finance (or related studies)
Salary Range: $50,850 - $71,091 per annum, depending on experience and licenses obtained
Demonstrating excellent communication skills and engaging members in conversations to finding out their immediate needs
Developing and maintaining knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credit, loans, investments, etc.)
Sun Life Financial Advisor
By Sun Life At Red Deer, Alberta, Canada
Great peer-to-peer networking, educational and training opportunities
Access to group savings, stock ownership program and benefits plans
Business development and prospecting skills
Be in charge of your own business and income opportunities
Dedicated leadership support and head office specialists
Industry leading technology and business services
Financial Advisor - Kingsway
By Servus Credit Union At Edmonton, Alberta, Canada
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
Building a comprehensive knowledge of the local market, competitive offers, and economic trends
Post-secondary education in Finance (or related studies)
Demonstrating excellent communication skills and engaging members in conversations to finding out their immediate needs
Developing and maintaining knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credit, loans, investments, etc.)
Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
Ca Financial Advisor - Edmonton, Ab
By Edward Jones At Edmonton, Alberta, Canada
Minimum 3 years of Sales, Business Development or Client Acquisition experience.
Prior Financial Advisory or Investment sales experience is a plus.
Ambition, self-motivation and commitment to establishing long-term client relationships.
Completion of licensing courses is a plus.
Firm-Provided Branch and Office Administrator:
Financial Advisor - Bowness - Calgary
By Servus Credit Union At Calgary, Alberta, Canada
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
Building a comprehensive knowledge of the local market, competitive offers, and economic trends
Post-secondary education in Finance (or related studies)
Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs
Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
Financial Advisor - Parkland Square | Red Deer
By Servus Credit Union At Red Deer, Alberta, Canada
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
Building a comprehensive knowledge of the local market, competitive offers, and economic trends
Post-secondary education in Finance (or related studies)
Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs
Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss

Are you looking for an exciting career in financial advising? Join our team as a Financial Advisor Trainee and get the chance to learn from experienced professionals and develop your skills in the financial industry. With our comprehensive training program, you'll gain the knowledge and expertise to help clients make informed decisions and achieve their financial goals. Take the first step towards a rewarding career today!

Overview Financial Advisor Trainees are entry-level professionals who work under the supervision of a senior financial advisor. They provide support to the senior advisor in the areas of client service, financial planning, and investment management. They are responsible for helping clients make informed decisions about their financial future. Detailed Job Description Financial Advisor Trainees are responsible for providing support to the senior financial advisor in the areas of client service, financial planning, and investment management. They must be able to understand and explain complex financial concepts to clients. They must also be able to develop and maintain relationships with clients. Financial Advisor Trainees must be able to analyze financial data and make recommendations to clients. They must be able to develop and implement financial plans for clients. They must also be able to monitor and review client portfolios. Financial Advisor Trainees must be able to communicate effectively with clients and other professionals. They must be able to explain complex financial concepts in a clear and concise manner. They must also be able to provide timely and accurate information to clients. Job Skills Required
• Knowledge of financial planning and investment management
• Ability to analyze financial data and make recommendations
• Ability to develop and implement financial plans
• Ability to communicate effectively with clients and other professionals
• Ability to explain complex financial concepts in a clear and concise manner
• Ability to provide timely and accurate information to clients
Job Qualifications
• Bachelor’s degree in finance, accounting, economics, or a related field
• Previous experience in a financial services role
• Knowledge of financial planning and investment management
• Ability to analyze financial data and make recommendations
• Ability to develop and implement financial plans
• Ability to communicate effectively with clients and other professionals
• Ability to explain complex financial concepts in a clear and concise manner
• Ability to provide timely and accurate information to clients
Job Knowledge
• Knowledge of financial planning and investment management
• Knowledge of financial markets and products
• Knowledge of financial regulations and compliance
• Knowledge of financial analysis and modeling
• Knowledge of financial software and technology
Job Experience
• Previous experience in a financial services role
• Previous experience in client service
• Previous experience in financial planning and investment management
Job Responsibilities
• Provide support to the senior financial advisor in the areas of client service, financial planning, and investment management
• Analyze financial data and make recommendations to clients
• Develop and implement financial plans for clients