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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- Sep 20, 2018
- 2 min read

Where do you see yourself in 3 years?

Updated: Nov 9, 2018

If you’re Elisabeth Vathje, Women’s Skeleton Athlete, you see yourself standing proud on more international podiums.

WealthCo is honoured to stand behind this strong and successful young woman as part of our own dedication to supporting future leaders.

Fresh from hitting the Top 10 in the 2018 Winter Olympics, Vathje remains committed to excelling on the international stage as she takes aim at the next Olympics Beijing in 2022. The young athlete shows the kind of dedication and perseverance that true winners embody.

Successes in her sport include three silver and one bronze medal in previous World Cup championships (St. Moritz, Lake Placid, Winterberg, Iglis), and 9th place in the most recent 2018 Winter Olympics in Pyong Chang, Korea.

We are proud to have sponsored the young athlete in her rise on the global stage and have repeatedly committed ourselves to supporting the future leaders of our community. WealthCo will continue to watch, and cheer on, this dynamic young woman in her rise to the top.

Team Vathje is a team effort and it requires a special kind of alchemy to help turn Olympic dreams into gold. Now more than ever, Canadian Olympic hopefuls like Elisabeth need the support of their communities. Funding has been decreased moving towards the 2018 Winter Olympics, with Skeleton taking a significant cut at 80%. Through your support, Elizabeth is able to keep her eyes on the prize and represent Canada on the international podium.

We have partnered with Play4Them, a “fun-raising” platform that makes giving even easier and enables you to “make a difference by having fun!” Donate today to help us get Elisabeth Vathje closer to her goals at the 2022 Olympics in China: www.play4them.com

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