Financial Advisor

Job Description

Job Description

TITLE : Financial Advisor

LOCATION : Calgary, AB

REPORTING : Senior Financial Advisor

JOB PURPOSE : Why does this role exist?

The primary responsibility of a Financial Advisor (FA) is to proactively identify, develop and maintain strong

client relationships within the firm’s Legacy book of business through regular contact and providing timely,

value-added information, advice and recommendations. The FA is to leverage financial planning tools to

help clients understand what they need to do to reach their goals and to encourage them to act on my

recommendations. This role reports to the Senior Financial Advisor.

KEY ACCOUNTABILITIES :

• Promotes a culture of compliance throughout the firm.
• Recommends strategies clients can use to achieve their financial goals and objectives, including advice

on asset management, asset protection, financial management, retirement planning, tax planning,

business planning and estate planning.

financial objectives, risk tolerance, and other information needed to develop a financial plan.

time; gaining cooperation of others; monitoring progress; problem-solving; making adjustments to

plans.

CRITICAL PERFORMANCE AREAS

FIRM CONTRIBUTION

other regulatory bodies.

the way.

CLIENT MANAGEMENT

LEADERSHIP AND TEAM DEVELOPMENT

publications; maintains personal networks; participates in professional organizations.

FINANCIAL AND BUSINESS PERFORMANCE

(new and existing clients).

client base.

FUNCTIONAL COMPETENCIES

field.

customer relationships

style and strong interpersonal skills to work in this people-oriented business.

excellent math skills.

paced constantly evolving environment.

QUALIFICATIONS

and tax sufficient to discuss these topics with clients and engage or refer to the appropriate specialists.