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Associate Consultant

Associate Consultant

Agrawal AssociatesCalgary, AB, Canada
4 days ago
Job type
  • Full-time
Job description

Drawing on previous experience in a similar role, you will be responsible for helping grow the business of a well-established, client-centered financial planning practice. You must be a self-motivated / managed and disciplined individual with an entrepreneurial spirit who has a passion for networking and ability to create and maintain relationships.

The opportunities :

  • Front of the line access to Private Wealth Management Support such as an Advanced Financial Planning Team, Private Client Support and Practice Management Team;
  • Be mentored by the finest consultants in the industry;

Specifically you will :

  • Provide support to a senior Associate Consultant;
  • Review and maintain clients' investments;
  • Meet with existing and new clients;
  • Implement all instructions from new and existing clients in accordance with compliance regulations and Agrawal Associates policies;
  • Explore new business potential from clients;
  • Participate in business development activities of Agrawal Associates;
  • Implement all assigned business development activities.

    • The benefits :

  • Strong total compensation package, including, bonuses and rewards;
  • Entrepreneurial culture that promises personal growth and development in the high net worth market;
  • Modern work environment;
  • The opportunity to explore new challenges and drive your own success.

    • To qualify for this opportunity you should possess :

  • A minimum of 3-5 years of experience in the Financial Services Industry;
  • Completion of necessary licensing requirements including LLQP, CSC and CPH and WME
  • Completion of a post-secondary degree in a relevant business discipline, CFP® or F. Pl. designation, would be an asset;
  • Strong verbal and written communication skills;
  • Additional language proficiency would be an asset.

    • We are committed to continuing to grow our position of strength within the financial industry by attracting, promoting, and retaining professionals that are representative of the clients we serve. However, we acknowledge that diversity alone is not enough; it is also paramount to offer a workplace that is equitable and inclusive of all people. In our practice, we strive to provide a welcoming environment that allows individuals of all identities, expressions, and backgrounds to thrive and succeed in their careers.

    We would like to acknowledge that our office is located on the traditional territories of the people of the Treaty 7 region in Southern Alberta, which includes the Blackfoot Confederacy (comprising the Siksika, Piikani, and Kainai First Nations), as well as the Tsuut’ina First Nation, and the Îyâxe Nakoda (including the Chiniki, Bearspaw, and Wesley First Nations). Moh’kinstis (the City of Calgary) is also home to Métis Nation of Alberta, Region 3.