Edmonton, Ab Financial planner Jobs – 13 Openings This Week

Certified Financial Planner
Yates Whitaker LLP Chartered Professional Accountants —Edmonton, AB
- From $75,000 a year
- Full-time
- Accounting
- Organizational skills
- Financial services
- Dental care
Quick apply
13d
Sr. Financial Planner
CIBC —Edmonton, AB
- Full-time
8d
Sr. Financial Advisor - CIRO-ID
CIBC —Edmonton, AB
- Full-time
- In-person
Financial Planning Specialist
Royal Bank of Canada —Edmonton, AB
- Full-time
- Microsoft Office
- Analysis skills
- Communication skills
Associate Investment Counsellor
BMO Financial Group —Edmonton, AB
- $56,000–$103,500 a year
- Full-time
- Sales
- Business development
- Analysis skills
- Tuition reimbursement
- Life insurance
Senior Wealth Planning Consultant
BMO Financial Group —Edmonton, AB
- $64,400–$120,400 a year
- Full-time
- Sales
- Master's degree
- Analysis skills
- Tuition reimbursement
- Life insurance
Tax Estate Planner
TD Bank —Edmonton, AB
- $115,600–$163,200 a year
- Full-time
- Master's degree
- Presentation skills
- Organizational skills
- Paid time off
Manager Client Advice
CIBC —Edmonton, AB
- Weekends as needed
- Customer service
13d
Wealth Planning Specialist
TD Bank —Edmonton, AB
- $81,600–$115,200 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Paid time off
Senior Analyst, Family Office Services
MNP —Edmonton, AB
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Associate, Family Office Services
MNP —Edmonton, AB
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Associate, Family Office Services
MNP —Edmonton, AB
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel

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Sr. Financial Planner
CIBC —Edmonton, AB
We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program*, defined benefit pension…
8d
Sr. Financial Advisor - CIRO-ID
CIBC —Edmonton, AB
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit…

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Investment Advisor
Royal Bank of Canada —Oshawa, ON
Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.
Financial Planner
BMO Financial Group —Toronto, ON
A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$45,500–$84,500 a year

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financial planner jobs near edmonton, ab

Certified Financial Planner

Yates Whitaker LLP Chartered Professional Accountants
Edmonton, AB

Quick apply

Job details

Full-time
From $75,000 a year
13 days ago

Qualifications

Chartered Professional Accountant
CFP
Accounting
Organizational skills
Financial services
Time management

Full job description

Yates Whitaker Private Wealth coordinates all aspects of your family's personal and corporate wealth. Our innovative process unites the advice or your accountant with the expertise of our wealth management professionals to design and execute a goal-focused financial plan our clients can be confident in, all while providing continual accountability and transparency. We are currently a team of three and we are located right off the University of Alberta campus in the Garneau Neighbourhood.

We are currently looking for a permanent full time Certified Financial Planner (CFP) to join our team. If you are client services oriented, personable, analytical and very detail-oriented, this just may be the role for you. We are looking for an individual who has worked in a professional services/corporate environment with clients, is tech savvy, entrepreneurial, innovative, and forward thinking. This is an in-office position, as being present for walk in and existing clients is key.

Your Responsibilities will include:

- Networking and meeting with potential clients new to the world of financial planning

- Collaborating with and coordinating meetings/events with the Client Experience Coordinator

- Analyzing client financial data and preparing financial plans

- Providing plans and recommendations to President/Head of Planning & Wealth

- Liasing with internal clients and stakeholders

- Attending meetings with the President/Head of Planning & Wealth

- Working independently, but also as a member of the team

- Researching and staying current on any financial regulations and software

- Other tasks as they arise

Your Attributes:

- A Certified Financial Planner (CFP) designation or a Chartered Professional Accountant currently in the CFP program

- A professional individual with exceptional client service and relationship building skills

- Exceptional communication, analytical, time management and organizational skills

- Excellent attention to detail

- Several years of experience working in a professional services and/or corporate environment

- Proficient in using CRMs (such as or similar to Zoho), online planning programs (Conquest or SNAP)

- A Chartered Life Underwriter and/or Chartered Investment Manager designations would be an asset

At Yates Whitaker Private Wealth, we offer competitive compensation, professional development opportunities, benefits, matching RRSP contributions and more.

If you are interested in joining our team, please submit your cover letter (stating your salary expectations) and resume (as one document) to [email protected]. We ask that you do not phone us.

We will continue to recruit for this position until a suitable candidate is found. Thank you for your interest in Yates Whitaker Private Wealth.

Pay: From $75,000.00 per year

Benefits:

Dental care
On-site parking
RRSP match

Work Location: In person

Quick apply

Refine Your Search

financial planner jobs in edmonton, ab

Certified Financial Planner

Sr. Financial Planner

Sr. Financial Advisor - CIRO-ID

Financial Planning Specialist

Associate Investment Counsellor

Senior Wealth Planning Consultant

Tax Estate Planner

Manager Client Advice

Wealth Planning Specialist

Senior Analyst, Family Office Services

Associate, Family Office Services

Senior Associate, Family Office Services

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