financial analyst

Fluid - Solutions de Talents/Workforce Solutions; St. Albert; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a dynamic and purpose-driven team as a Senior Financial Advisor, where you will play a crucial role in helping clients achieve their financial goals. This position emphasizes a customer-centric approach, focusing on building strong relationships and providing tailored financial advice. You will be part of a high-performing culture that values inclusivity and results, working on-site in the beautiful city of St. Albert. If you're passionate about finance and committed to exceptional service, this is the opportunity for you to thrive in your career.

Qualifications

• Proven experience in financial advising and customer relationship management.
• Ability to create holistic financial plans tailored to client needs.

Responsibilities

• Proactively discover customer needs and provide expert financial advice.
• Build and nurture long-lasting relationships with clients.

Skills

Customer Service

Financial Planning

Relationship Management

Communication

Education

Bachelor's degree in Finance

Certified Financial Planner (CFP)

Job description

Title posted on Monster - Senior Financial Advisor

Financial Analyst

Title posted on Monster - Senior Financial Advisor

Posted on May 09, 2025 by Employer details Fluid - Solutions de Talents/Workforce Solutions

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Job details

Senior Financial Advisor - Location(s): St Albert, Alberta

Position Type: Permanent

Join a purpose-driven, results-oriented team committed to an inclusive and high-performing culture.

What you'll be doing

Our client Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, their focus is to provide exceptional service throughout the customer journey by:

1. Taking a proactive approach to discovering customer needs, listening to understand their requests.
2. Educating customers, providing relevant insights and expert advice.
3. Building comprehensive plans using a holistic approach to help customers achieve their goals.
4. Nurturing strong, long-standing relationships.

Additional details

• Location: St. Albert, AB
• Workplace: On site
• Salary: Not available
• Start date: As soon as possible
• Vacancies: 1
• Source: Monster #2762212

Advertised until

2025-06-09

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