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:

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.

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- 2 min read

A heart of gold

Every year at this time we start to prepare ourselves for a new beginning by reflecting on our successes and failures over the past twelve months. We look at where we are today and make resolutions for the year to come that will bring us closer to our dreams for the future. A year goes by fast - however, it is also a significant period of time for reflective change - and because of this, we are able to make better decisions moving forward.

Please take 84 hundredths of a second to do the exact same thing.

That is the time Elisabeth Vathje has to reflect on her future goals and aspirations for immediate change going forward and an opportunity to bring home a Gold Medal in Olympic Skeleton.

RUNNING TOWARDS CERTAINTY

CONGRATULATIONS ON WINNING GOLD IN THE WOMENS SKELETON GOLD CUP 2016

For the second time, Elisabeth Vathje has taken home a gold medal in the Woman's Skeleton Gold Cup - and we couldn't be happier for her. In her first major event of the season, Elisabeth took home the gold by an astounding margin of 84 hundredth of a second - most of us cannot begin to comprehend a number such as that as a landslide - but that was exactly what it was. Her time was well ahead of her fellow athletes and competitors, and a direct reflection of the sacrifices she has made as an elite athlete representing our country.

As a sponsor we are very pleased to see that she is not only excelling, but at the top of her game - as people who believe that values are fundamental to success - we aren't shocked that a person with her integrity is leading the way to Olympic Gold for Canada in 2018.

At WealthCo we continue to be inspired by her steadfast ambition and drive to succeed - it has been an honour getting to know her personally, and watch her grow professionally. We are with her all the way and encourage everyone to support her in her dream.

To learn more about Elisabeth and follow her on her passionate adventure to Olympic Gold, follow the links below. There is always time for inspirational stories of courage and drive to become great leaders of the future.

Elisabeth Vathje

Official Website

Elisabeth Vathje

Skeleton Athlete Official Facebook Page

Elisabeth Vathje

Official Twitter Page