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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- 1 min read

Are your client's investments protected from an equity market correction?

Equity Markets are at an all-time high. What does that mean for your clients?

Valuations in the equity markets are high, however, it's not because earnings are high. For most investors this means that their portfolios are performing very well at the moment. But this gives us pause for concern.

The traditional investor holds roughly 60% to 80% of their portfolio in stocks, leaving them vulnerable to big changes in the equity markets.

Our CIO, Peter Lieu, shares his concern and a brief perspective on the state of the equity markets in this short video.

Now is the time to protect your clients by booking a portfolio review.

What can you do to protect your clients?

With the markets over valued as they are right now, it is the perfect time to schedule a meeting to review your client's portfolio.

As your client's most trusted and valued advisor, you can help ensure that they are protected from an equity market correction.