Associate Wealth Advisor

Job Description

Job Description

This role is a chance to join an established, growing Western Canadian financial planning firm. As an associate, you serve a Senior Financial Advisor with a diverse client base helping them achieve their goals in life and finances.

The successful candidate will serve broader business goals in the following ways :

Manage client needs and portfolios with excellence and relational warmth

Coordinate and complete transactions

Participate in marketing strategies to grow the business

In conjunction with other staff, fulfill administrative responsibilities

Continue to learn and grow in related expertise

Your Compensation Package will be generously above industry standard. It will be commensurate with your skill and experience to ensure you, like our clients, are able to achieve your own goals. It includes :

Group benefits

Retirement Contributions

Required training and continuing education provided and paid for by employer

Prerequisites for this role include some or all of the following :

Experience in the wealth advisor industry

Completion of the Canadian Securities Course (or to be completed after hiring)

Credentials in life insurance planning would be an additional asset to the firm

Financial Planner or any other accreditation related to the field is an advantage

Excellent interpersonal qualities to grow and maintain client and staff relationships

Willingness to offer quick and efficient service to clients

Taxation knowledge is an asset

Comfortable learning new software and IT systems

Only candidates selected for an interview will be contacted.