Calgary Ab Financial planner Jobs – 16 Openings This Week

Claims Consultant, Specialty (E+O/D+O/Commercial Crime)
Intact —Calgary, AB
- $118,700–$145,100 a year
- Full-time
- Hybrid work
- Customer service
- Bachelor's
- Team management
- Employee stock purchase plan
Financial Planner
Royal Bank of Canada —Calgary, AB
- Full-time
- Business development
- Financial services
3h
Financial Planner
Richardson Wealth Ltd —Calgary, AB
- Full-time
- English
- Finance
- Master's degree
Quick apply
Financial Planner - Sunridge
TD Bank —Calgary, AB
- $60,000–$70,000 a year
- Full-time
- Sales
- Customer service
- Finance
- Paid time off
Financial Planning Specialist
Royal Bank of Canada —Calgary, AB
- Full-time
- Microsoft Office
- Business development
- Analysis skills
Senior Financial Planner
National Bank of Canada —Calgary, AB
- Full-time
- Hybrid work
- English
- Business development
- Bachelor's
- Wellness program
- Employee assistance program
Financial Advisor, Investment & Retirement Planning - Brentwood Road
Scotiabank —Calgary, AB
- Sales
- Financial services
14d
Senior Wealth Management Advisor / Certified Financial Planner (CFP)
Griffith & Associates Financial & Estate Planning Services Ltd —Calgary, AB
- Full-time
- Finance
- Business development
- Presentation skills
Quick apply
Claims Consultant, Specialty - Property and Builder’s Risk
Intact —Calgary, AB
- $118,700–$145,100 a year
- Full-time
- Hybrid work
- Bachelor's
- Travel
- Mentoring
- Employee stock purchase plan
Financial Planner, Scotia Financial Planning - Calgary
Scotiabank —Calgary, AB
- Business development
- Travel
- Financial services
Retirement Consultant
Sun Life —Calgary, AB
- $60,000–$97,000 a year
- Full-time
- Hybrid work
- Sales
- Bachelor's
- Financial services
- Disability insurance
- Dental care
Advisor Internship Program (AIP) (Calgary/Edmonton/Saskatoon)
Raymond James Financial, Inc. —Calgary, AB
- From $60,000 a year
- Temporary
- Finance
- Business development
- Presentation skills
- Tuition reimbursement
- Paid time off
Accountant
KD Professional Services Corp. —Calgary, AB
- $60,000–$120,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organizational skills
- In-person
Quick apply
2d
Wealth & Tax Planning Consultant, Agriculture - Advanced Planning Services
Scotiabank —Calgary, AB
- Finance
- Data entry
- Associate's degree

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Wealth Management Portfolio Manager
Palisade Capital Management Ltd —Calgary, AB
Bachelor’s degree or higher in finance, economics, business, or a related field. Assist in the construction and ongoing monitoring of our model portfolios…
$75,000–$110,000 a year
Quick apply
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Calgary, AB
Valid Canadian driver's license and own vehicle required for travelling to meet clients within a designated area. Post-secondary degree or equivalent.

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Portfolio Manager
The Successful Investor —North York, ON
Coordinate and oversee the administrative aspects of the client relationship and ensure high quality and accuracy of information.
Quick apply
Financial Advisor
Elite Private Wealth Ltd. —Richmond Hill, ON
Provide advice on investment management, retirement planning, tax strategies, insurance, estate planning, and cash flow management.
$85,000–$95,000 a year
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financial planner jobs near calgary ab

Claims Consultant, Specialty (E+O/D+O/Commercial Crime)

Intact -
Calgary, AB

Apply Now

Job details

Full-time
$118,700–$145,100 a year

Qualifications

Customer service
Coaching
Insurance claims handling experience
Bachelor's
Team management
Client services
Mentoring
Communication skills
Client interaction
Negotiation

Full job description

Our employees are at the heart of everything we do. Together, we help people, businesses, and society prosper in good times and be resilient in bad times.

Our employee promise represents Intact’s commitment to you in exchange for living our Values, striving to do your best work, being open to change and investing in your career. In return, we promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow with us.

Pay at Intact is about much more than just salary.

Flexible work arrangements and a hybrid work model
Possibility to purchase up to 5 extra days off per year
Multiple benefits offered to support physical and mental wellbeing, including telemedicine, Wellness account and much more
Share plan & other savings: up to 12% of salary or even more (ask how you could earn guaranteed income for life)

Salary range (but not limited to):

118,700 - 145,100

Annual bonus target, based on the base salary, with a potential payout of up to double the target (subject to personal and company performance):

15%

As part of our commitment to Win As A Team, we share our success with employees through our annual bonus plan and Employee Share Purchase Plan (ESPP) – with Intact matching 50% of your net shares.

Our pension offerings provide flexibility and long-term security for our employees beyond their careers. We are one of the few companies offering the opportunity to receive guaranteed income for life via our defined benefit pension plan.

Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity, etc. The salary range presented above is based on a 35-hour workweek and would represent a majority of different candidate profiles. However, we encourage candidates who may fall outside of this range to apply as well.

About the role

As a Claims Consultant in our Specialty Lines team, you will handle complex multi-line claims through all distribution channels. You will be primarily responsible for the direct handling and monitoring of complex E&O, D&O, Crime and Cyber claims.

What you’ll do here:

Assessing coverage under the respective policies and communicating coverage positions or issues with underwriters and other internal stakeholders, brokers and insureds
Assessing exposures and determining appropriate reserves
Retaining the services of internal or external panel legal counsel and other support services (when necessary)
Lead, supervise, guide and provide technical advice to regional file handlers to ensure consistent and effective claims handling
Train colleagues on complex claims handling
Work with Underwriting to identify potential risks and trends, as well as with marketing efforts
Provide brilliant customer service to brokers, insureds, and colleagues
Deliver and exceed on all key performance indicators as it relates to loss development, claims leakage control and expense management
Leverage your expertise in a creative, continuous improvement environment to support a model of best practice operations
Effectively negotiate claims when appropriate
Attend settlement conferences and trials

What you bring to the table:

10+ years’ experience with direct handling of large and complex Errors and Omissions (E&O) and Directors and Officers (D&O) claims
Experience in other Specialty lines of business, such as Cyber or Crime is an asset
University degree or any combination of training and experience deemed relevant for the role.
A critical thinker and have intellectual curiosity when approaching complex problems in time-sensitive situations
A skilled communicator allowing you to foster favorable business relationships and provide clear guidance to clients and stakeholders, internal and external
A problem-solver and able to gather information, evaluate a situation and negotiate the next steps toward a solution
Able to adapt to changing needs and understand the need to be flexible and agile
A planner and able to effectively organize to establish an effective strategy
A strong collaborator and have a passion for mentoring and coaching others
Appropriate knowledge of all relevant regulatory and legal requirements applicable to the position
CIP designation is an asset
Flexible to travel as needed

This role is eligible for employee referral bonus. #myReferrals3000

#LI-Hybrid

#LI-MS1

Il s'agit d'un nouveau rôle au sein de notre équipe en pleine croissance | This role is a new member of our growing team.

We are an equal opportunity employer

At Intact, our Value of respect is founded on seeing diversity as a strength. We strive to create an accessible workplace where employees feel valued, included and encouraged to share their unique perspectives.

We encourage applications from individuals who are members of equity-deserving groups, including but not limited to women, Indigenous peoples, persons with disabilities, Black people, and members of the 2SLGBTQI+ community.

As part of Intact’s commitment to reconciliation, we acknowledge that we work, meet and travel across the land currently called Canada, originally inhabited by First Nations, Metis and Inuit people. This history extends through many centuries and continues to evolve today.

We have policies to ensure equal access and participation for people with disabilities, including providing workplace adjustments (accommodations). A copy of applicable policies is available on request.

If we can provide a specific adjustment to make the recruitment process more accessible for you, please let us know when we reach out about a job opportunity. We’ll work with you to meet your needs.

Learn more about our recruitment process and your candidate journey here.

Please note that Intact does not provide sponsorship or other support for immigration-related matters including but not limited to employer-specific closed work permits. Candidates must be eligible to work in Canada from the anticipated start date and throughout their employment and are solely responsible for maintaining their work eligibility.

If you are an employee of Intact or belairdirect, please apply for this role on Internal Career Site.

Apply Now

Refine Your Search

financial planner jobs in calgary ab

Claims Consultant, Specialty (E+O/D+O/Commercial Crime)

Financial Planner

Financial Planner

Financial Planner - Sunridge

Financial Planning Specialist

Senior Financial Planner

Financial Advisor, Investment & Retirement Planning - Brentwood Road

Senior Wealth Management Advisor / Certified Financial Planner (CFP)

Claims Consultant, Specialty - Property and Builder’s Risk

Financial Planner, Scotia Financial Planning - Calgary

Retirement Consultant

Advisor Internship Program (AIP) (Calgary/Edmonton/Saskatoon)

Accountant

Wealth & Tax Planning Consultant, Agriculture - Advanced Planning Services

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