Experienced Financial Services Advisor
Job in
Prince Albert, Saskatchewan, F6V, Canada
Listed on 2026-06-11
Listing for:
TechAlliance of Southwestern Ontario, London Economic Development Corporation
Full Time
position Listed on 2026-06-11
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales, Banking & Finance
Job Description & How to Apply Below
In this leadership capacity, you will collaborate closely with an Associate Advisor, ensuring client satisfaction and retention among high-value clients. Your responsibilities will include developing personalized financial strategies that integrate investments, tax, and estate considerations. You should possess a university degree and significant experience in the financial industry.
Key Responsibilities:
• Guide clients through financial planning and investment strategies
• Build and maintain client relationships focused on goals
• Provide clear communication of investment plans and economic factors
• Utilize technology for efficient client service and retention
• Coach office staff on effective relationship management
Requirements:
• University degree and accredited financial planning designation
• 5+ years in financial service roles
• Life insurance and mutual fund licensing required
• Strong interpersonal and communication capabilities
• Familiarity with financial planning software
Bring your expertise in financial advising and dedication to client service to Canada Life.
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