Join our team as an entry level Data Entry/Asset Administrator, where you'll play a key role in ... Experience with ERP systems; JDE , Coupa experience is an asset * Proficiency in Microsoft Office ...
New
Join our team as an entry level Data Entry/Asset Administrator, where you'll play a key role in ... Experience with ERP systems; JDE , Coupa experience is an asset * Proficiency in Microsoft Office ...
New
Join our team as an entry level Data Entry/Asset Administrator, where you'll play a key role in ... Experience with ERP systems; JDE , Coupa experience is an asset * Proficiency in Microsoft Office ...
New
Join our team as an entry level Data Entry/Asset Administrator, where you'll play a key role in ... Experience with ERP systems; JDE , Coupa experience is an asset * Proficiency in Microsoft Office ...
New
Contract Administrator
Edmonton, AB · On-site
CA$93K/yr
... financial, and emotional wellbeing. Become a member of the Johnson Controls family and thrive in an ... The is an entry level position accountable for accurate data transactions in the ERP (Sage/SAP ...
Contract Administrator
Edmonton, AB · On-site
CA$93K/yr
... financial, and emotional wellbeing. Become a member of the Johnson Controls family and thrive in an ... The is an entry level position accountable for accurate data transactions in the ERP (Sage/SAP ...
This entry-level sales role is designed for individuals eager to learn the full sales cycle, with a ... Collaborate with Account Managers and Directors to support territory planning and workforce ...
This entry-level sales role is designed for individuals eager to learn the full sales cycle, with a ... Collaborate with Account Managers and Directors to support territory planning and workforce ...
Entry Level Financial Planner information
What does an entry level financial planner do?
As an entry-level financial planner, your duties are to assist your clients to plan and meet their financial goals. Your responsibilities are to understand their current financial situation and recommend particular investments or other opportunities that can provide short-term and long-term financial stability. In an entry-level position, you may also perform administrative, sales, and marketing work in addition to advising clients. Some financial planners work exclusively with individuals, while others may specialize in small business planning or other fields. Typically, as an entry-level financial planner, you get a chance to work in different areas in order to choose a career path.
What are the key skills and qualifications needed to thrive as an entry level financial planner, and why are they important?
To thrive as an Entry Level Financial Planner, you need a foundational understanding of financial concepts, personal finance, and investment strategies, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, Microsoft Excel, and pursuit or possession of certifications like CFP or Series 7 is typical. Strong interpersonal skills, active listening, and ethical judgment are essential for building trust and understanding client needs. These skills and qualities are crucial for providing sound financial advice and establishing lasting client relationships in a competitive industry.
What are some common challenges faced by entry level financial planners during their first year on the job?
Entry level financial planners often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts to clients, and staying updated on constantly changing financial regulations. They also need to adapt quickly to using a variety of financial planning software and tools. Navigating these challenges requires strong organizational skills, persistence, and a willingness to seek guidance from more experienced colleagues.
What is the difference between Entry Level Financial Planner vs Financial Advisor?
| Aspect | Entry Level Financial Planner | Financial Advisor |
|---|---|---|
| Certifications | Typically requires CFP or similar | Often holds CFP, CFA, or other certifications |
| Work Environment | Entry-level roles in financial firms, banks, or planning firms | Varies from independent to corporate firms, client-facing |
| Job Responsibilities | Assisting with financial plans, research, client support | Providing financial advice, managing client portfolios |
While both roles involve financial planning and may require similar certifications, an Entry Level Financial Planner primarily supports senior staff and handles foundational tasks. A Financial Advisor typically offers direct advice to clients and manages their investments. The entry-level position is ideal for gaining experience before advancing to a full advisory role.
How to get an entry-level job in financial planning?
To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, economics, or a related field, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles, developing strong analytical and communication skills, and familiarizing oneself with financial planning software can improve job prospects.
What is the best entry-level financial planner job?
An entry-level financial planner position typically involves assisting clients with financial goals, preparing financial plans, and supporting senior planners. These roles often require a relevant degree, strong communication skills, and may lead to certifications like the CFP (Certified Financial Planner). Entry-level jobs are available at financial advisory firms, banks, and insurance companies, with schedules usually full-time during standard business hours.
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What are the most commonly searched types of Financial Planner jobs in Edmonton, AB?
The most popular types of Financial Planner jobs in Edmonton, AB are:
What are popular job titles related to Entry Level Financial Planner jobs in Edmonton, AB?
For Entry Level Financial Planner jobs in Edmonton, AB, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planner jobs in Edmonton, AB look for?
The top searched job categories for Entry Level Financial Planner jobs in Edmonton, AB are:
Full-time
Posted yesterday
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Job description
Are you detail oriented, organized, and passionate about supporting efficient procurement operations?
Join our team as an entry level Data Entry/Asset Administrator, where you'll play a key role in maintaining accurate purchasing data, supporting internal stakeholders, and ensuring smooth day to day operations within our equipment and asset management environment.
Watch the video below to see what it's like working for Ledcor and apply today to join the Ledcor Equipment team in Leduc!
Join our team as an entry level Data Entry/Asset Administrator, where you'll play a key role in maintaining accurate purchasing data, supporting internal stakeholders, and ensuring smooth day to day operations within our equipment and asset management environment.
Watch the video below to see what it's like working for Ledcor and apply today to join the Ledcor Equipment team in Leduc!
http://www.youtube.com/watch?v=mdhNKGIZL4c
Key Responsibilities
Purchase Order Processing - Enter accurate data into Coupa to generate purchase orders in alignment with company policies and timelines
Data Integrity & Issue Resolution - Identify and report data discrepancies, collaborating with the Asset Supervisor to ensure corrections are completed promptly
Record Management - Maintain organized, compliant records of purchase orders and supporting documentation
Order Updates & Amendments - Adjust purchase orders to reflect changes in delivery schedules, quantities, or vendor information, ensuring all updates are accurately captured in JDE
Administrative & Team Support - Provide general administrative assistance to the Asset Supervisor and procurement team, supporting communication and workflow efficiency Documentation & Compliance - Ensure procurement files, documents, and reference materials are current, properly stored, and easily accessible
Qualifications
- 2+ years of experience in data entry, procurement, or a related administrative role
- Experience with ERP systems; JDE , Coupa experience is an asset
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Prior exposure to purchase order processes is an asset
- Strong organizational, interpersonal, and communication skills
- Ability to manage tight deadlines and adapt to shifting priorities
- Commitment to accuracy, continuous improvement, and customer service excellence
Work Conditions
- Hybrid based in Leduc (1 day in office)
- Work Schedule: Monday to Friday
Additional Information
The Ledcor Group of Companies is one of North America's most diversified construction companies. Ledcor is a company built on a rich history of long-standing project successes.Our workplace culture has been recognized as one of Canada's Best Diversity Employers, Canada's Most Admired Corporate Cultures, and a Top 100 Inspiring Workplace in North America.
Our competitive total rewards package provides compensation and benefits that support your physical, mental and financial wellbeing. We offer exciting, challenging work with opportunities to develop your skills and knowledge.
Employment Equity
At Ledcor we believe diversity, equity, and inclusion should be part of everything we do. We are proud to be an equal-opportunity employer. All qualified individuals, regardless of race, color, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or any other identifying characteristic are encouraged to apply.
Our True Blue team consists of individuals from all backgrounds who contribute diverse perspectives and experiences to Ledcor. We are committed to continuing to build on our culture of empowerment, inclusion and belonging.
Adjustments will be provided in all parts of our hiring process. Applicants need to make their needs known in advance by submitting a request via email. For more information about Ledcor's Inclusion and Diversity initiatives, please visit our I&D page.