Financial Planner Jobs in Lethbridge
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Search Results - Financial Planner Jobs in Lethbridge
Royal Bank of Canada-Lethbridge
Job Summary
Job Description
What is the opportunity?
As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances...
rbc.com -
Qopia Financial-Lethbridge
We are Qopia Financial, a fast-growing, people-first financial planning firm with new-school energy and old-school values. We’re a team of driven, advisors who are redefining what it means to work in finance.
If you’re a relationship-focused, highly...
L'Arche Canada Foundation-Lethbridge
and stakeholders
Ensures maintenance and upkeep of all L’Arche Lethbridge’s homes, vehicles, and equipment
Manages financial planning, budgeting, and reporting to meet all requirements
Supervises, coaches and evaluates members of the leadership and administrative...
Royal Bank of Canada-Lethbridge
of referrals and approved centres of influence
• Digital literacy using a variety of systems and tools
Nice to have
• Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance...
rbc.com -
SimpleFi Solutions-Montréal, 2941 km from Lethbridge
writing financial reports
• Are self-motivated and interested in advancing in the profession
• Technical skills and experience that include today or in the future configuring, modelling, scripting and developing in SAP Analytics Cloud, Business Planning...
Ontario Teachers' Pension Plan Board-Toronto, 2611 km from Lethbridge
The opportunity
The Manager, Management Reporting & Planning (“MR&P”), will be part of a team responsible for building an outstanding financial planning and management reporting function. This role will focus on maturing quarterly forecast and multi...
Helicopters Without Borders-Vancouver, 744 km from Lethbridge
in organizing corporate events, initiatives, and fundraising activities.
• Assist in transportation needs (mission equipment).
Financial & Budget Oversight
• Support budget preparation, financial tracking, and financial planning.
• Ensure compliance...
National Bank-Oakville, 2602 km from Lethbridge
Develop marketing material to present the service offering for investment advisors.
• Coordinate the organization of seminars for clients and plan content for them.
• Take part in financial planning meetings for clients, prepare files, ensure follow-up...
National Bank-Vancouver, 744 km from Lethbridge
Completed college and/or university diploma in a related field
• Minimum of 5 years of relevant experience in portfolio management, financial planning, marketing and social media or taxation
• Completed Canadian Securities Course (CSC) and/or Conduct...
National Bank-Laval, 2930 km from Lethbridge
departments to effectively perform required activities
Carry out a variety of administrative tasks related to the team’s business development and financial transactions
Help prepare portfolio analyses and/or financial planning
Keep up to date on financial...
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