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.
Is your investment portfolio truly diversified?
You've worked hard for your money and want to do what's best to grow and protect your wealth.
If you have questions about your investment portfolio, you're not alone.
Am I taking more risks than I need to?
Stock market volatility concerns me, what other options do I have?
Are there other investment opportunities that I can be taking advantage of?
Example of a Traditional Portfolio
40% Bonds
60% Stocks
When industry standard
isn't good enough.
Too often the standard formula of 60% stocks and 40% bonds is accepted as a diversified portfolio. But there is a better way to grow and protect your wealth.
Example of a WealthCo Balanced Portfolio
True diversification beyond stocks and bonds.
Our proprietary investment pools give you access to investment opportunities previously only reserved for high net worth investors and pension funds.
Is it time for a portfolio review?
Our Portfolio Review includes a three-step process designed to address any questions and concerns and will leave you feeling confident that your investment portfolio aligns with your personal and financial goals.
Identify
In the first step we will identify and provide you with a consolidated summary of your current investments, fees and other potential charges to help you better understand what you own and what you're paying for.
Evaluate
In step two we will discuss your investment needs, goals, and objectives and evaluate if your portfolio is aligned with your planning needs
Manage
In step three we will explore opportunities and make recommendations to help ensure your investment portfolio is on the right track to meet your investment needs, goals, and objectives.
Take the first step towards a better investment portfolio.
Schedule your portfolio review today to see how a WealthCo portfolio can help you reach your investment goals.
