Associate Financial Consultant Opportunity
Krall & Williams Group – Red Deer, Alberta
Krall & Williams Group has an exceptional opportunity for a qualified Associate Financial Consultant to join a tenured financial services practice in Red Deer, Alberta.
The Associate will be joining a well-established practice that specializes in solution-based planning for professionals, business owners, high-net-worth pre-retirees, and retirees. These clients require an advanced skill set to achieve growth-oriented and tax-efficient results. The Associate’s current practice will align with this target market and demographic.
The qualified individual is seeking a long-term career with future equity and ownership within Krall & Williams Group, helping to grow the practice and support senior consultants with succession planning.
The successful candidate will be well-versed in financial planning software and competent in managing and onboarding new clients.
Responsibilities include:
Qualifications:
Additional attributes:
Making the most of your wealth, and your life –
Personalized wealth strategies that turn success into lasting freedom.
Trevor Krall, B of Mgt, EPC®, QAFP
Executive Consultant
IG Wealth Management Inc.
Mutual Fund Division
Lionel Williams, CFP®, CLU, MFA-P
Senior Financial Consultant
IG Wealth Management Inc.
Mutual Fund Division
For more information or to apply, please contact Trevor Krall at trevor.krall@ig.ca and “cc” Megan Callihoo at megan.calihoo@ig.ca.
Disclaimer: This is a full-time opportunity to establish a variable-income and self-employed business in association with IG Wealth Management. Submissions are subject to an initial and ongoing review process. IG Wealth Management offices are located in all provinces and territories in Canada. Please submit your Résumé/Application only to one office.
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