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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- Jul 11, 2018
- 1 min read

Stampeding into action with the Big Hearted Mavericks

WealthCo staff heard the horn and exploded from the gate to join the Big Hearted Mavericks at the 2018 Calgary Stampede Chuckwagon races … and helped make a difference in our community!

We kicked up our heels in traditional Stampede style while enjoying all the incredible western hospitality the Mavericks had to offer during a thrilling evening spent trackside on July 10th.

WealthCo is proud to work with this amazing non-profit organization that raises money for Calgary children’s charities. With over $4 million raised to date for these charities, the Big Hearted Mavericks prove that big hearts can make a big impact.

This group of 25 local businessmen have made it their mission to actively engage in volunteering and fundraising within their community, all while enjoying the great sport of Chuckwagon Racing.

The strengths we share in common are the desire to create a stronger community, built upon the foundations of fun and friendship. WealthCo is happy to call the Big Hearted Mavericks our friends and we look forward to working together to continue making a difference together.

We encourage you to check out more on this amazing organization doing great things!

More on the Mavericks: http://bigheartedmavericks.com