Personal Financial Advisor Jobs in Alberta
Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital...
In PersonWealth Management Consultant WM Client Solutions - Northern Alberta
- ScotiaBank
- Edmonton, AB
- 2 days ago
- Edmonton, AB
- 2 days ago
services An in-depth understanding of affluent clients financial service needs from wealth accumulation through preservation An ability to build and sell the Enriched Thinking value proposition and...
In Personplanning tools to assist clients in developing financial plans Work collaboratively with Manulife partners to provide added customer value to clients Follow through on the risk and compliance processes...
In PersonPlanning and Client Experience: Conduct Financial Planning or collaborate with Financial Planners to create customized plans for clients with a complete and comprehensive lens on the clients overall...
In Person- Canada Life Assurance Company
- Calgary, AB
- 90+ days ago
- Calgary, AB
- 90+ days ago
Over the past 25 years, our advisors have helped investors live their dreams through sound financial planning and comprehensive wealth management advice....
HybridPersonal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Alberta
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Alberta offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Asset Allocation
- Financial Accounting Standards
- Private Banking
- Mutual Funds
- Alternative Investments
- Estate Planning
- BSA
- Wealth Management
- OFAC
- Investment Banking
- Retirement Planning
- Investment Analysis
- Lending
- Investment Management
- Client Relationships
- Financial Planning
- Portfolio Management
- Risk Analysis
- Financial Services
- Mortgage Processing
- Financial Modeling
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Coaching
- Presentation
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Sales
- Regulations
- Microsoft Office
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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