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

Finding the right Who.

Most companies spend a lot of time focusing on job descriptions and WHAT a new hire will be doing, WHEN they need them to start, HOW they’ll make a difference. Finding the right person, the WHO often comes last and is the most important piece of the puzzle.

Recruiting can be a tiring process and it’s tempting to move quickly through to the end so you can get your new hire started and making a difference as soon as possible. The cost of a poor hire can be up to 10X that hire’s salary so getting the right WHO is key. It’s also worth the cost of working with a recruiting firm to ensure the right fit the first time.

When looking to find our new Chief Investment Office (CIO), we made the decision to work with Andrew Brown from Lee Hecht Harrison Knightsbridge in Toronto. Andrew and the team followed a rigorous process and took the time to understand our firm, our values and what we were looking for in this C suite role. Their extensive Canadian and International network introduced us to top quality candidates and saved us significant time had we tried to recruit on our own.

Andrew remained connected with us and the candidates throughout the process, listening to our feedback and sharing candidate feedback. He also didn’t push us into deciding before we were ready; we were able to focus on fit and the WHO given each candidate had the right skills to fill the WHAT.

I would recommend the following in order to get the best results working with a recruiting firm: 1) clear communication about the culture of your organization, 2) clearly defined role and best outcomes, 3) a list of need to have’s and nice to have’s, and finally 4) trust and transparent communication between you and the recruitment firm.

I would recommend working with a firm like Knightsbridge when you have an important role to fill and you want access to a wider pool of candidates, or you don’t have the time and attention required to properly source the right WHO.

Thank you, Andrew Brown and Lee Hecht Harrison Knightsbridge, for helping us source a newest team member, Peter Lieu, in the role of CIO. We are excited and looking towards the future.

Sophie Blais

COO, CCO

WealthCo Group Of Companies