Job title: Associate Wealth Advisor
Job type: Permanent
Emp type: Full-time
Industry: Banking
Expertise: Banking
Location: Edmonton
Job published: 2023-05-18
Job ID: 60033

Job Description

Our client, a leader in the wealth management industry, is seeking a full-time Associate Wealth Advisor. This is an onsite position out of their downtown Edmonton office. In this role, you will be responsible for assisting in implementing and monitoring client wealth management solutions in accordance with clients' financial plans and investment policies. The ideal candidate is detail oriented, has strong experience in the investment industry, and is an IIROC RR.

 

Responsibilities:

  • Responding to client queries
  • Prepping client specific reports for the Senior Investment Advisor before each client meeting
  • Attending all identified client portfolio reviews with the Senior Investment Advisor
  • Managing all workflow once meetings are completed by delegating to other team members or completing it yourself
  • Maintaining and strengthening client relationships and those of our strategic partners (lawyers, accountants, insurance advisors)

 

Qualifications:

  • Minimum 5 years’ experience in the investment industry
  • Experience in client-facing roles considered an asset
  • IIROC RR license required
  • CFP (or in the process of completing) considered an asset
  • TEP and LLQP considered an asset
  • Confident in speaking in front of others and explaining difficult concepts
  • Detail oriented with strong initiative
  • Works well both in a team environment and independently
  • Thrives in a fast-paced environment
  • Welcomes a challenge