Job Description
Our Calgary based client is seeking an Experienced Associate Financial Advisor to join their team. The Associate Financial Advisor will analyze client portfolios, execute portfolio rebalances, and develop tailored investment recommendations aligned with clients’ financial goals, risk tolerance, and time horizons. In addition, the role involves assisting with tax planning strategies, creating and updating financial plan projections, and identifying planning opportunities across retirement, estate, education, and cash flow planning.
Your Success Will Be Defined By Your Ability To
- Develop and maintain strong client and partner relationships
- Guide clients through investment suitability assessments, asset allocation, and portfolio construction discussions.
- Manage an assigned segment of the firm’s existing client book
- Contribute to the growth of the book through proactive service and relationship management
Apply for this Position
Ready to join RECRUITMENT PARTNERS INC.? Click the button below to submit your application.
Submit Application