Leduc Ab Finance Jobs – 54 Openings This Week

Associate Financial Advisor
The Co-operator's Harpe Insurance & Financial Services Inc. —Leduc, AB
- $70,000–$120,000 a year
- Full-time
- Sales
- Microsoft Office
- Finance
- Disability insurance
- Dental care
Quick apply
Specialty Finance Manager
Harms Automotive Group —Leduc, AB
- $80,000–$180,000 a year
- Full-time
- Sales
- Customer service
- Financial services
- Dental care
Quick apply
Finance Manager
Koch Ford Lincoln Sales (2003) Ltd. —Edmonton, AB
- $100,000–$200,000 a year
- Full-time
- Sales
- Customer service
- Finance
- Store discount
- Disability insurance
Quick apply
Non-Prime Finance Manager
Windermere Chrysler Dodge Jeep Ram —Edmonton, AB
- $60,000–$300,000 a year
- Full-time
- Sales
- Customer service
- In-person
- Disability insurance
- Dental care
Quick apply
Financial Controller
Ascent Transport —Nisku, AB
- $130,000–$150,000 a year
- Full-time
- Microsoft Office
- Analysis skills
- Bachelor's
- Store discount
- Wellness program
Quick apply
14d
Controller
MetCredit —Edmonton, AB
- $100,000–$120,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Bachelor's
- Disability insurance
- Dental care
Quick apply
1d
Finance & Sales Professional
Ride Motor Company —Nisku, AB
- $50,000–$250,000 a year
- Full-time
- Sales
- In-person
- Dental care
Quick apply
Junior Finance Assistant
Car West Auto Sales —Leduc, AB
- From $42,622 a year
- 8 hour shift
- Social media management
- Windows
- Microsoft Office
- Disability insurance
- Dental care
Quick apply
Mortgage Associate (New and Experienced)
Headway Consultant —Alberta
- $34,449.27–$125,218.18 a year
- Part-time
- Customer service
- English
- Financial services
Quick apply
CFA Foreman
Hall Group of Companies —Edmonton, AB
- $50.03–$52.42 an hour
- Overtime
- High school diploma or GED
- First Aid Certification
- Organizational skills
Quick apply
CFA Foundations Drill Rig Operator
Hall Group of Companies —Edmonton, AB
- $47.65 an hour
- Overtime
- Bar
- High school diploma or GED
- First Aid Certification
Quick apply
Account Manager, Agricultural & Commercial Lending
Aplin —Alberta
- $85,000–$105,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
6d
Automotive Sales Representative - Capital GMC Buick, Edmonton, AB
Capital GMC Buick Inc./DBA Capital GMC Buick Edmonton —Edmonton, AB
- Full-time
- Communication skills
- Disability insurance
- Dental care
Quick apply
1d
Concrete Pump Operator
Hall Group of Companies —Edmonton, AB
- $30.10–$38.29 an hour
- Full-time
- Customer service
- English
- Organizational skills
Quick apply
Community Controller (Accountant)
Touchmark —Edmonton, AB
- Microsoft Excel
- Microsoft Office
- Accounting
- Disability insurance
- Dental care
Quick apply
13d
Lead Hand
Hall Group of Companies —Edmonton, AB
- $35.45 an hour
- Overtime
- High school diploma or GED
- First Aid Certification
- Construction experience
Quick apply
personal banking associate
BMO Financial Group —Leduc, AB
- $36,000–$54,500 a year
- Full-time
- Sales
- Customer service
- Analysis skills
- Tuition reimbursement
- Life insurance
Finance & Administration - Sr. Accountant
Surepoint —Nisku, AB
- Full-time
- Microsoft Excel
- Finance
- Bachelor's
- Disability insurance
- Dental care
Quick apply
Finance & Administration - Accountant
Surepoint —Nisku, AB
- Full-time
- Microsoft Excel
- Finance
- Bachelor's
- Disability insurance
- Dental care
Quick apply
6d
Senior Financial Operations Analyst
Agriculture Financial Services Corporation —Leduc, AB
- $105,911–$132,268 a year
- Full-time
- Bachelor's
- Accounting
- Dental care
- Vision care
Quick apply
14d

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Associate Financial Advisor

The Co-operator's Harpe Insurance & Financial Services Inc. -
Leduc, AB

Quick apply

Job details

Permanent | Full-time
$70,000–$120,000 a year

Qualifications

Sales
Microsoft Office
Finance
CFP
LLQP
MFDA
Leadership
Communication skills

Full job description

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.

Roles and responsibilities:

Support development of the agency operation through the sales and profitable growth of life, group and wealth management products

Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.

Proactively complete client reviews focusing on life and wealth management products.

Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan

Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals

Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility

Support programs to build multi-client relationships.

Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately

Support the agency team in their daily activities

Working Conditions:

Physical: Regular off ce environment with some evening work required and some travel outside of the office. Willing to work flexible hours according to client needs.

Qualifications And Skills:

Life License is required

Mutual Funds License is required

CFP/QAFP &/or CLU is required or in the process of attaining

Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses

A minimum of two (2) years sales experience or related business experience is preferred

Knowledge of insurance products and strong underwriting skills is an asset

Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving

Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office

Valid drivers license may be required

The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.

Working Conditions:

PERFORMANCE MEASURES:

Achievement of individual sales goals with a strong focus on consistent and

Proactive sales activity

Strong contribution to achievement of the agency goals

Contribution to achievement of multi-line client targets

Strong commitment to ongoing personal and professional development

Level of customer satisfaction as measured through client feedback

Demonstration of client needs analysis through commitment to use of financial security planning tools

Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines

Attention to detail and accuracy of new business applications and paperwork as measured by audits and feedback

Work independently and effectively use and apply the resources available

Impact on the Business:

Contribution to profitable growth and positive retention in the agency as measured by key indicator reports

Contribution to the quality of the agency portfolio and a positive loss ratio as measured by key indicator reports

Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information

Associate Life/Wealth Insurance Advisors are the face of the organization to our clients

Impact on the Client:

Focus on relationship building with clients and effectively communicates with clients to deliver on the service promise

Timely delivery of services and responses to client inquiries - once and done approach

Impact on Team/Staff Development:

Effectiveness of working relationships with peers, agent and district management team

Demonstrated leadership ability in building a strong team environment

Contribution to the motivation and engagement of the agency team

Works cooperatively with others to accomplish objectives.

Achievement of targets set both team and individual

Ability and initiative to take on new and challenging assignments

Job Types: Full-time, Permanent

Pay: $70,000.00-$120,000.00 per year

Benefits:

Dental care
Disability insurance
Extended health care
Paid time off
RRSP match
Vision care

Work Location: In person

Quick apply

Refine Your Search

finance jobs in leduc ab

Associate Financial Advisor

Specialty Finance Manager

Finance Manager

Non-Prime Finance Manager

Financial Controller

Controller

Finance & Sales Professional

Junior Finance Assistant

Mortgage Associate (New and Experienced)

CFA Foreman

CFA Foundations Drill Rig Operator

Account Manager, Agricultural & Commercial Lending

Automotive Sales Representative - Capital GMC Buick, Edmonton, AB

Concrete Pump Operator

Community Controller (Accountant)

Lead Hand

personal banking associate

Finance & Administration - Sr. Accountant

Finance & Administration - Accountant

Senior Financial Operations Analyst

I want to receive the latest job alerts for finance in leduc ab

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