Wealth Management Financial Advisor

Position: Wealth Management Financial Advisor Role
Location: Wetaskiwin

Become a Wealth Management Financial Advisor focused on personalized financial solutions in a permanent full-time position. Engage directly with clients to meet their financial planning needs.

As a key contributor with three to five years of experience in finance, you will excel in developing financial plans. The role involves advising clients on cash management, insurance, investment strategies, and estate planning, working strictly at our physical location to foster strong client relationships.

Key Responsibilities:

• Assess and understand clients' financial goals

• Craft personalized financial strategies and plans

• Provide guidance on cash management and investments

• Oversee trust administration and financial product sales

• Record and manage investments and trust funds efficiently

Requirements:

• 3-5 years of relevant experience

• Completion of Canadian Securities Course (CSC)

• Familiarity with life insurance offerings

• Proficient in MS Office

• Clear criminal record check necessary

Utilize your financial expertise to empower clients in achieving their financial objectives.
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