ASSOCIATE ADVISOR
CALGARY, ALBERTA
WealthCo is currently seeking a full time Associate Advisor who will be an exceptional addition to our head offices in Calgary, Alberta. This position offers competitive benefits, opportunities for advancement and the advantages of growing and learning alongside accomplished business leaders in the Wealth Management industry. WealthCo offers mentoring programs through experienced VPs and Senior executives, as well as an opportunity to utilize innovative reporting technology and receive continuous education.
Your key focus will be supporting and assisting the Financial Advisors and Financial Planning team in developing and implementing financial plans for individuals, business owners, corporate executives and professionals. This role reports to the Financial Advisor.
Key accountabilities include but are not limited to:
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Responsible to adhere to all compliance and regulatory requirements as set out by the firm and other regulatory bodies
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Data input for financial plans including: assets, liabilities, cash flow, insurance, tax information, and financial objectives
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Full ownership/accountability for implementation of financial plans including required paperwork
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Works to collaborate with and support Integrated Advisory partners’ experience
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Effective communication between clients and other professionals (i.e. accountants, internal team)
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Act as a liaison between clients and advisors; prepare client letters and assist with client correspondence
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Contact clients as needed; communicating in a non-counselling perspective, or in a counselling perspective where directed and approved
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Attend client meetings as requested; some travel may be required
Successful candidates will require:
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College/University degree or equivalent
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CFP designation; 2-5 years of experience in Financial Planning
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Knowledge of tax, investment strategies, insurance, pension plans and real estate an asset
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Proficiency with Microsoft Office suite
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Entrepreneurial Spirit – eager to embrace new opportunities and make things happen, thrive in a fast paced constantly evolving environment
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Team Player with good interpersonal skills; able to work in a collaborative team environment
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Proactive – you take the initiative to ask, learn, and make things happen
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Above average time management skills and organizational skills; ability to handle multiple project and requests, prioritize, and respond quickly and efficiently
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Excellent written and verbal communication skills; attention to detail
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Ability to handle confidential information in a professional manner
Every success WealthCo has had is attributed to our commitment to our fundamental values and trusted relationships with our team, clients, and partners. In 1999 we started building a Wealth Management firm with the goal to revolutionize the Financial Services Industry – we are proud to say that we now serve clients through Wealth Planning, Insurance and Estate Planning, Asset Management and Integrated Advisory across Western Canada.
The integrated approach to growing and protecting your wealth.
We bring simplicity to your life by integrating your personal and professional financial plans.
You deserve a better wealth management experience.
Are you having separate conversations with all of your advisors with no consistency or communication between them?
We help you get to where you want to be.
Our Integrated Advisory model gives you access to best-in-class specialists who collaborate with you to combine your personal and professional goals into one strategic plan.
A better plan is closer than you think.
We bring simplicity to your life with a three-step process we call the Integrated Advisory Experience.
Design
To provide an integrated experience, your team of advisors needs to understand you and gain clarity on where you want to be.
Implement
Next, our team of specialists collectively put your plan into action by implementing proven wealth planning
strategies.
Protect
Finally, we continually keep our finger on the pulse. That way, we can adapt to the inevitable changes that will happen in your life, so you can sleep more soundly at night knowing that your trusted team has your back.
Discover how Integrated Advisory can work for you.
Schedule your free intro call with one of our specialists to begin creating your integrated financial plan today.
