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

Peter Lieu joins WealthCo Asset Management.

WealthCo Asset Management Inc. is happy to announce that Peter Lieu , CFA has joined our team in the role of Chief Investment Officer and leading our Portfolio Management team.

Peter, a native Albertan has spent the last 12 years as Head of Private Markets for the Abu Dhabi Retirement Pension and Benefits Fund. There, he was responsible for building out the private equity, real estate and infrastructure program for the Abu Dhabi Retirement Pension & Benefits Fund; which is a defined benefit pension plan with 80,000 plus members. Prior to his time in Abu Dhabi, Peter spent 10 years with Alberta Finance in the Investment Management Division, the predecessor firm to Alberta Investment Management Corporation, AIMCo.

"Great people lead to great companies, I am very pleased to announce the addition of another great individual to the WealthCo team, Peter Lieu. We look forward to the positive impact Peter's experience, insight and passion will have on our investment team and our organization as a whole."

David Udy, President - The WealthCo Group of Companies

A strong relationship builder, Peter and his team’s outstanding performance in the alternative asset classes coupled with asset-liability reviews resulted in an increase in allocation to private equity, real estate and infrastructure. We expect his global relationships and networks to enhance our client experience.

The addition of Peter to our team will continue to allow us to deliver a ‘pension style’ experience to the retail investor and grow our firm so we can meet the needs of even more Canadian families and companies. Peter’s investment philosophy of using alternatives to improve portfolio construction aligns him well with our investment philosophy.

While 2020 has been a challenging year for many, WealthCo Asset Management is excited about the opportunities the future will bring and we continue to build our team with an eye on that future.