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.
Stop buying insurance for impact.
Start using insurance for possibility.
The evolving role of a Wealth Planner is a mix of old and new. Personalized attention allows our clients absolute transparency into their financial wellbeing.
A comprehensive insurance assessment is an integral part of creating a solid Wealth Plan. Insight into the potential risk you face personally and professionally allows us the framework to turn weakness into opportunity.
We are all evolving and adapting to an ever-changing industry through Integrated Wealth Planning by delivering insurance solutions that bring increased value to our clients.
This is how we do it.
IDENTIFY
Insight into the potential risk you face personally and professionally allows us the framework to turn weakness into opportunity. The first step is thoroughly identifying all risk to you, your businesses, and your family.
ASSESS
Clarity into potential risk allows us to independently assess each aspect for weakness or opportunity. We partner with your professional advisors to ensure we have all of the information required to start strategic planning.
PLAN
Developing strategies that aim to reduce, eliminate and monitor your level of risk is just as important as your goals and objectives for management. We present you with a strategic plan for your unique risk profile, and you decide how you would like to manage your risk based on our best practices assessment.
IMPLEMENT
Best practice in risk management is your first step in creating long term solid financial plans for you, your businesses and your family. The implementation of your unique risk management plan will make a significant impact on your weaknesses, and create lasting opportunity.
PULSE
Risk is evolutionary. As our lives evolve, so do our weaknesses and opportunities. To ensure we are evolving with you we implement a monitoring profile to re-assess and adjust your risk strategies.
Book a meeting. It won't cost you anything but time you will get back.
Goals are never out of reach - but we can rarely accomplish them alone.
Today, people are not only investing money; they are investing in their future - and the generations that will shape the future of our world.
With a focus on future responsibility, new standards have been set by clients for greater transparency and equal opportunities - this is why we believe in the value of Integrated Advisory.