Register
Recruit Create CV

Financial Management Advisor Jobs in Calgary, Alberta

Financial Management Associate I [Ernst & Young]
By CareerBeacon At Calgary, Alberta, Canada
Performs analysis of inventory balances. Monitors overall inventory levels and aging, and reports findings to the CSE and management teams
Excellent communication skills, both written and oral
Strong balance of interpersonal and analytical skills
Effective multitasking and prioritization skills
Learning opportunities to develop new skills and progress your career
Skills And Attributes For Success
Sun Life Financial Advisor
By Sun Life At Calgary, 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 Jobs
By Southern Alberta Institute of Technology (SAIT) At Calgary, Alberta, Canada
Work with outside agencies/vendor on money management options and hosting financial literacy events
Data entry of fund allocations to SAIT system
Meet with students to discuss/advise on financial requirements, funding applications, funding options, and creating realistic budgets
Strong communication skills as a key contact for funding to internal and external stakeholders
High level of knowledge in the area of foundational learning
Demonstrates ability in accurate data entry
Financial Advisor Associate Jobs
By Servus Credit Union At Innisfail, 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 Associate | Bashaw
By Servus Credit Union At Bashaw, 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 - Andrew
By Servus Credit Union At Andrew, 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
Sun Life Financial Advisor
By Sun Life At Medicine Hat, 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 Associate - Grande Prairie Downtown
By Servus Credit Union At Grande Prairie, Alberta, Canada
Post-secondary education in Finance (or related studies)
Status: Full-time (37.5 hours a week); entitled to excellent company benefits
Compensation: $48,403 - $60,504 per annum
Closing Date: May 23, 2023
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.
Financial Advisor-Mfda/Amf Jobs
By CIBC At St Paul, 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 - South Hill
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
Financial Advisor - Lacombe
By Servus Credit Union At Lacombe, Alberta, Canada
Post-secondary education in Finance (or related studies)
Compensation is based on experience and education:
Demonstrating excellent communication skills and engaging members in conversations to finding out their immediate needs and reimagine their financial fitness
Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
Providing outstanding member experience by adhering to Servus' best practices
Passionate about sales and referral targets
Financial Advisor - Mfda
By CIBC At Rocky Mountain House, Alberta, Canada
You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.
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
Materials Management Advisor Jobs
By Suncor At Edmonton, Alberta, Canada
Five years of experience in supply chain, specifically in materials management and / or warehouse operations
Manage the process of integrating the materials receipt into the inventory management system
Experience operating material handling equipment such as a forklift or a loader
Manage materials surplus sales and track cost avoidance / savings relating to disposal or re-deployment for the team
Post-secondary degree in business or supply chain
A valid driver’s license and a clean driving record
Financial Advisor - Capilano Branch
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 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 - St. Albert
By Servus Credit Union At St Albert, 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 - Taylor Plaza | 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
Financial Advisor Associate Jobs
By Servus Credit Union At Leduc, 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 Associate - Morinville
By Servus Credit Union At Morinville, Alberta, Canada
Post-secondary education in Finance (or related studies)
Status: Full-time (37.5 hours a week); entitled to excellent company benefits
Compensation: $48,403 - $60,504 per annum
Days of Operation: Monday through Friday
Closing Date: April 24, 2023.
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
Financial Advisor - Ponoka
By Servus Credit Union At Ponoka, 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
Student, Portfolio & Financial Management
By OMERS At Toronto, Ontario, Canada
Prepare detailed reports and presentations for management, outlining cost insights, trends, and recommendations for optimizing resource allocation.
Collaborate with IT teams to enhance data collection, processing, and reporting capabilities for cost-related data.
Completed at least 1-2 previous work terms with positive feedback from your manager(s)
Basic knowledge of accounting practices – budget vs actuals, forecasting, report creation
An ability to build good visual and/or user experience designs for financial models
Good collaboration skills, are a helpful teammate, and are a proactive contributor
Financial Management Advisor Jobs
By PSD Citywide At Victoria, British Columbia, Canada
Knowledge of best practices in financial management, policy and strategy development for clients.
Knowledge of public sector financial legislation, municipal financial management (budgeting, reporting, and accounting) and the relevant financial software and systems.
Strong Project Management, Stakeholder engagement, communication, and organizational skills required.
Project Management certification or working toward project management certification would be considered an asset.
Address client challenges leveraging your strong technical skills, enabling competencies, and accounting experience.
Support PSD’s Asset Management team with financial analysis.
Business Advisor, Financial Management - Bdc Advisory Services
By BDC At Toronto, Ontario, Canada
Knowledge of Project Management methodologies and best practices in the context of delivering services to clients. Demonstrated project management skills.
Demonstrate financial management capabilities and bring strategic perspectives including strategic analysis, planning and coaching.
Deliver standard and customized high quality, financial management consulting solutions that will have measurable impacts on SMEs.
10 years of experience as Finance leader in an entrepreneurial environment
3 years in a management consulting environment is highly desirable.
Bachelor’s degree in accounting or finance; CPA designation
Financial Management Associate I
By EY At Saint John, New Brunswick, Canada
Performs analysis of inventory balances. Monitors overall inventory levels and aging, and reports findings to the CSE and management teams
Excellent communication skills, both written and oral
Strong balance of interpersonal and analytical skills
Effective multitasking and prioritization skills
Learning opportunities to develop new skills and progress your career
Skills And Attributes For Success
Advisor, Events Management Jobs
By Metrolinx At Toronto, Ontario, Canada
Minimum 4 years’ experience in event management/planning or similar roles.
Strong relationship management skills enabling ability to work effectively with cross-functional teams.
Interpersonal, oral/written/presentation communications skills to articulate and present advice, options and recommendations to senior management, executives and other colleagues.
Provide strategic and logistical planning advice to management team, as well as a variety of internal and external stakeholders/partners.
Comfort liaising directly with CEO, senior management and other officials (internal and external), demonstrating strong professionalism.
What skills & qualifications do I need?
Financial Management Associate I
By EY At Toronto, Ontario, Canada
Performs analysis of inventory balances. Monitors overall inventory levels and aging, and reports findings to the CSE and management teams
Excellent communication skills, both written and oral
Strong balance of interpersonal and analytical skills
Effective multitasking and prioritization skills
Learning opportunities to develop new skills and progress your career
Skills And Attributes For Success
Manager, Management Liability & Financial Institutions
By Liberty Mutual Canada At Toronto, Ontario, Canada
Self-starter with superior time management and delegation skills.
7+ years underwriting experience (or equivalent) with proven leadership skills.
Competitive health & dental benefits plan
External education & tuition reimbursement programs
Ensure that booking and coding is actively managed and cross-checked, as appropriate.
Experience underwriting some or all of the key product(s) listed in ‘The Opportunity’.
Financial Management Advisor Jobs
By House of Commons of Canada Chambre des communes du Canada At Ottawa, Ontario, Canada
Significant and recent experience providing financial planning advice, guidance and interpretations to management;
Experience in Project Management and Change Management;
Experience in Standardization, Process Management and Continuous Improvement;
Experience using an Integrated Financial Systems (i.e., SAP, Oracle, Business World) to extract and interpret financial data;
Experience supervising junior financial officers;
Strong verbal and written communication skills when providing valuable insights, risk-based options and recommendations.
Senior Financial Advisor- Surrey, Bc
By Scotiabank At Greater Vancouver Metropolitan Area, Canada
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
A competitive compensation and benefits package.
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
The appetite and drive to build strong customer relationships
Financial Security Advisor Jobs
By Experior Financial Group At Greater Montreal Metropolitan Area, Canada

À propos du poste Un conseiller en sécurité financière au Canada est un professionnel agréé qui conseille et oriente les particuliers et les entreprises sur divers aspects de la planification ...

Senior Financial Advisor - Sault Ste. Marie
By Scotiabank At Sault Ste. Marie, Ontario, Canada
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
A competitive compensation and benefits package.
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
The appetite and drive to build strong customer relationships
Senior Financial Advisor Jobs
By Altis Recruitment At Greater Kitchener-Cambridge-Waterloo Metropolitan Area, Canada
Advise on a suite of product offerings such as investments, retirement planning, cash flow management, tax planning and estate planning.
Achieve business sales results through sales and market management, the implementation of strategic priorities and the development of business plans.
7 years of direct investment sales experience
Excellent problem solving, interpersonal and communication skills; organized with time and solid presentation skills
Group health benefits from 1st day of employment (all premiums paid by the company except LTD premium)
Develop internal and external networks to capitalize on business opportunities and referrals.
Financial Advisor-Mfda/Amf Jobs
By CIBC At Whitehorse, Yukon Territory, 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 Jobs
By Raymond James Ltd. At Barrie, Ontario, Canada
Experienced and efficient Service Assistants
Executive office with boardroom, client reception area with receptionist
State of the art technology
Financial Security Advisor Jobs
By Experior Financial Group At Montreal, Quebec, Canada

A financial security advisor in Canada is a licensed professional who provides advice and guidance to individuals and businesses on various aspects of financial planning, including retirement ...

Sun Life Financial Advisor
By Sun Life At Ottawa, Ontario, 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 Security Advisor (Bilingual)
By Manulife At Québec, Quebec, Canada
Ability to work independently and possesses self-management skills to complete workload in a timely fashion and manage competing priorities.
Proven problem, resolution and conflict management skills to ensure an effective solution is reached for our customers.
Computer skills, and a general knowledge level of the MS Office suite of products.
Successfully manage a sales pipeline and demonstrate a high closing rate.
Engagement in on-going coaching sessions & observations with your sales manager.
Participate in on-going training sessions to further develop skills.

Are you looking for a rewarding career in financial management? Become a Financial Management Advisor and help clients make sound financial decisions! With our comprehensive training program, you'll gain the skills and knowledge to provide expert advice and guidance to clients. Join us today and make a difference in people's lives!

Overview:

Financial Management Advisors are responsible for providing financial advice and guidance to clients. They analyze financial data, develop strategies, and provide advice on investments, taxes, retirement planning, and other financial matters. They also help clients develop and maintain budgets, and provide guidance on how to manage their finances.

How To Become an Financial Management Advisor:

To become a Financial Management Advisor, you will need to have a bachelor’s degree in finance, accounting, economics, or a related field. You will also need to obtain a professional certification, such as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Additionally, you may need to obtain a license from the Financial Industry Regulatory Authority (FINRA).

Financial Management Advisor Skills:

• Analytical skills
• Financial planning
• Investment analysis
• Risk management
• Tax planning
• Budgeting
• Communication
• Problem-solving
• Time management
• Interpersonal skills

What is Financial Management Advisor Knowledge?

• Financial markets
• Investment strategies
• Tax laws
• Risk management
• Retirement planning
• Estate planning
• Insurance
• Accounting
• Economics
• Financial software

What is Financial Management Advisor Responsibilities?

• Analyzing financial data
• Developing financial plans
• Recommending investments
• Managing client portfolios
• Monitoring financial markets
• Providing tax advice
• Developing budgets
• Assisting with retirement planning
• Providing estate planning advice
• Assisting with insurance decisions

What is Financial Management Advisor Experience?

• Previous experience in financial planning or analysis
• Knowledge of financial markets and investment strategies
• Understanding of tax laws and regulations
• Experience with financial software
• Knowledge of risk management
• Understanding of retirement planning
• Experience with estate planning
• Knowledge of insurance

What is Financial Management Advisor Qualifications?

• Bachelor’s degree in finance, accounting, economics, or a related field
• Professional certification, such as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• License from the Financial Industry Regulatory Authority (FINRA)

Financial Management Advisor Education:

• Bachelor’s degree in finance, accounting, economics, or a related field
• Professional certification, such as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• License from the Financial Industry Regulatory Authority (FINRA)

Tools to Help Financial Management Advisor Work Better:

• Financial software
• Investment tracking software
• Tax preparation software
• Budgeting software
• Risk management software
• Retirement planning software
• Estate planning software
• Insurance software

Good Tips to Help Financial Management Advisor Do More Effectively:

• Stay up-to-date on financial markets and investment strategies
• Develop a comprehensive understanding of tax laws and regulations
• Utilize financial software to analyze data and develop strategies
• Develop a network of contacts in the financial industry
• Develop a comprehensive understanding of risk management
• Develop a comprehensive understanding of retirement planning
• Develop a comprehensive understanding of estate planning
• Develop a comprehensive understanding of insurance

Common Financial Management Advisor Interview Questions:

• What experience do you have in financial planning and analysis?
• What financial software are you familiar with?
• How do you stay up-to-date on financial markets and investment strategies?
• What do you know about tax laws and regulations?
• How do you manage risk?
• What experience do you have with retirement planning?
• What experience do you have with estate planning?
• What experience do you have with insurance?