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:
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Responsible to adhere to all compliance and regulatory requirements as set out by the firm and other regulatory bodies
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Data input for financial plans including: assets, liabilities, cash flow, insurance, tax information, and financial objectives
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Full ownership/accountability for implementation of financial plans including required paperwork
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Works to collaborate with and support Integrated Advisory partners’ experience
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Effective communication between clients and other professionals (i.e. accountants, internal team)
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Act as a liaison between clients and advisors; prepare client letters and assist with client correspondence
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Contact clients as needed; communicating in a non-counselling perspective, or in a counselling perspective where directed and approved
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Attend client meetings as requested; some travel may be required
Successful candidates will require:
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College/University degree or equivalent
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CFP designation; 2-5 years of experience in Financial Planning
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Knowledge of tax, investment strategies, insurance, pension plans and real estate an asset
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Proficiency with Microsoft Office suite
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Entrepreneurial Spirit – eager to embrace new opportunities and make things happen, thrive in a fast paced constantly evolving environment
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Team Player with good interpersonal skills; able to work in a collaborative team environment
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Proactive – you take the initiative to ask, learn, and make things happen
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Above average time management skills and organizational skills; ability to handle multiple project and requests, prioritize, and respond quickly and efficiently
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Excellent written and verbal communication skills; attention to detail
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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.
WEALTHCO VALUES
LEADERSHIP
WealthCo believes that we are all leaders. We strive to be leaders in our field and within our community.
We strive to challenge the conventional way of doing business and find more effective and efficient processes that focus on our clients first.
TEAMWORK
We are one team.
WealthCo attracts, develops and retains top talent in our field. We challenge our people, demonstrate a can-do attitude and foster a collaborative and mutually supportive environment.
RESPECT
WealthCo values diversity, unique ability and contributions.
We foster a trusting, open and inclusive environment and treat each person in a way that reflects our values. Respect is measured by how we treat each other, by the productivity of our relationships, and by a job well done.
ACCOUNTABILITY
At WealthCo, we accept responsibility for our actions. We make and support business decisions through experience, good judgement, and a 'Client First' philosophy.
PASSION
WealthCo is a workplace where high performing individuals come together and are passionate about the work they do. We celebrate our successes and enjoy delivering unbeatable client experiences.