2020 Leadership | wealthco

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:

Responsible to adhere to all compliance and regulatory requirements as set out by the firm and other regulatory bodies
Data input for financial plans including: assets, liabilities, cash flow, insurance, tax information, and financial objectives
Full ownership/accountability for implementation of financial plans including required paperwork
Works to collaborate with and support Integrated Advisory partners’ experience
Effective communication between clients and other professionals (i.e. accountants, internal team)
Act as a liaison between clients and advisors; prepare client letters and assist with client correspondence
Contact clients as needed; communicating in a non-counselling perspective, or in a counselling perspective where directed and approved
Attend client meetings as requested; some travel may be required

Successful candidates will require:

College/University degree or equivalent
CFP designation; 2-5 years of experience in Financial Planning
Knowledge of tax, investment strategies, insurance, pension plans and real estate an asset
Proficiency with Microsoft Office suite
Entrepreneurial Spirit – eager to embrace new opportunities and make things happen, thrive in a fast paced constantly evolving environment
Team Player with good interpersonal skills; able to work in a collaborative team environment
Proactive – you take the initiative to ask, learn, and make things happen
Above average time management skills and organizational skills; ability to handle multiple project and requests, prioritize, and respond quickly and efficiently
Excellent written and verbal communication skills; attention to detail
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.

Leaders do not create company culture,

they nurture it by bringing the right people to the table.

A Wealth Company.

A Wealth of Talent.

We couldn't have built our company without our team, and we wouldn't want to. Meet our game changers,

Tim Coakwell CPA, CA, CFP, CIM

Senior Vice President Business Development & Sales

Ryan Hittel B. MGT

Senior Manager Business Development & Sales

Jeff Dyck CFP, CLU, TEP

Vice President Insurance & Estate Planning

Sophie Blais B.COMM, CFP, CHS

Chief Operations Officer, Chief Compliance Officer

Cori Fitzsimonds

Creative Director, Director Marketing & Communications

Melissa Keir

Manager Investment Operations

Yan Song

Comptroller

LEADERSHIP

David Udy CIM, CFP, TEP

Founder & CEO, Chief Investment Officer

Sam Roach CFA

Portfolio Manager

Ryan Sawka CIM

Investment Counsellor

Sherin Mohan

Operations Analyst

WEALTHCO ASSET MANAGEMENT

Marcela Morales

Portfolio Administrator

Jackie Mauro

Portfolio Administrator

David Udy CIM, CFP, TEP

Founder & CEO, Chief Investment Officer

Melissa Keir

Manager Investment Operations

Sophie Blais B.COMM, CFP, CHS

Chief Operations Officer, Chief Compliance Officer

Stephen Logan BMOS

Financial Analyst

Andrey Berezovskiy

Operations Analyst

INSURANCE & ESTATE PLANNING

Michael Munro B. COMM

Associate Insurance & Estate Planning

John Louis Fahie B. MGT

Coordinator Insurance & Estate Planning

Jeff Dyck CFP, CLU, TEP

Vice President Insurance & Estate Planning

FINANCE

Yan Song

Comptroller

Grace Gao B. COMM

Junior Accountant

MARKETING & COMMUNICATIONS

Cori Fitzsimonds

Creative Director, Director Marketing & Communications

Sara Monson

Coordinator M&C

BUSINESS SERVICES

Kimberly Koch

Coordinator Business Services, Executive Assistant

Virginia Malejko

Coordinator Client Experience

Michael Winsor B. COMM, CFP, PFP

Training & Development Lead

Cindy Ackles CFP, CFDS, CIM

Financial Advisor

Leo Ospino B. COMM

Associate Advisor

Christina Andrews

Coordinator Business Development & Sales, Executive Assistant

BUSINESS DEVELOPMENT

Tim Coakwell CPA, CA, CFP, CIM

Senior Vice President Business Development & Sales

Ryan Hittel B. MGT

Senior Manager Business Development & Sales