Personal Financial Advisor Jobs in Fort Saskatchewan, AB
- Canaccord Genuity
- Edmonton, AB (17 miles from Fort Saskatchewan, AB)
- 45+ days ago
- Edmonton, AB (17 miles from Fort Saskatchewan, AB)
- 45+ days ago
Responsibilities: Collaborate in the development and delivery of holistic financial plans across seven key areas: cash flow, wealth management, risk management, tax planning, estate planning, philanthropy...
In PersonPersonal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Fort Saskatchewan, AB
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Fort Saskatchewan, AB offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Wealth Management
- Estate Planning
- BSA
- Investment Banking
- OFAC
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Portfolio Management
- Anti-Money Laundering
- Client Relationships
- Financial Planning
- Financial Modeling
- Risk Analysis
- Financial Services
- Mortgage Processing
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Team Building
- Regulations
- Research Skills
- Sales
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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