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Senior Auditor Wealth Management Jobs in Alberta

Senior Auditor Jobs
By York Region (The Regional Municipality of York) At Newmarket, Ontario, Canada

POSITION PURPOSE: Reporting to the Director, Audit Services, is responsible for planning and performing complex internal audit assurance and advisory engagements related to the operations and ...

Wealth Management Consultant Jobs
By 1st Choice Savings and Credit Union Ltd. At Lethbridge, Alberta, Canada
Minimum 5 years’ wealth management experience
Provide expert advice and solutions in financial planning – including investments, financial management, insurance planning, tax planning, and retirement planning.
Certified Financial Planner (CFP) designation or able to complete within the year; will consider a combination of education and experience.
Working with members to create strategies
Implementing and monitoring planning tactics to ensure the member is well prepared for all financial and insurance realities.
Conduct regular reviews of member investment plans and identify additional opportunities.