Experienced Associate Financial Advisor
Job in
Calgary, Alberta, T3S, Canada
Listing for:
RECRUITMENT PARTNERS INC.
Full Time
position
Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst, Financial Services
Job Description & How to Apply Below
Experienced Associate Financial AdvisorOur Calgary based client is seeking an
Experienced Associate Financial Advisor to join their team. The Associate Financial Advisor will analyze client portfolios, execute portfolio rebalances, and develop tailored investment recommendations aligned with clients’ financial goals, risk tolerance, and time horizons. In addition, the role involves assisting with tax planning strategies, creating and updating financial plan projections, and identifying planning opportunities across retirement, estate, education, and cash flow planning.
Your success will be defined by your ability to:Develop and maintain strong client and partner relationshipsGuide clients through investment suitability assessments, asset allocation, and portfolio construction discussions.Manage an assigned segment of the firm’s existing client bookContribute to the growth of the book through proactive service and relationship managementPrepare for client meetings, including data gathering, portfolio analysis, and agenda developmentConduct and participate in regular client review meetingsCreate and present portfolio recommendations tailored to client goals and risk profilesAssist with tax planning strategies to enhance after-tax outcomesPrepare, update, and analyze financial plan projectionsEnsure timely and thorough client follow-ups on action items and recommendationsYour strengths include:Self-motivated, highly organized, and detail-orientedStrong interpersonal skills with the ability to thrive in a fast-paced, team-based environmentCanadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) completedReady for CIRO licensingLife License Qualification Program (LLQP) completed or actively in progressCertified Financial Planner (CFP) or Personal Financial Planner (PFP) designation, or currently pursuingStrong proficiency with the Microsoft platform; experience with Salesforce considered an asset
Position Requirements
10+ Years
work experience
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