Id : 64976
Category : Accounting-Permanent
Location/City : AB – Edmonton
Region : Edmonton Area
Job Type : Contract
Recruiter Name : Jennifer Dean

Please submit your resume, in Word format, directly to Jennifer Dean via email at jdean@executrade.com.
Job title:
Associate Wealth Advisor.
Job description:
Reporting directly to the Vice President, the Associate Wealth Advisor will become an instrumental member of a highly established and respected team. The successful candidate will be procedural, personable, dedicated and committed to Clients and their internal Corporate team. Acting as a key member of the group, the successful incumbent will need to bring a wealth of professional and life experience with them. The ideal candidate is Licensed (CSC & CPH), with a minimum of 10 years’ progressive experience focused in client consultation, tax, estate, wills and business planning for Clients.

  • Financial Planning through strategic consultation with clients, from within a collaborative team structure.
  • Wealth management coordination for detailed and accurate planning and projections.
  • Responsible for ensuring accurate, timely and detailed projections.
  • Ensuring the completion of client communication for wealth management needs is consistent a timely.
  • Continual support and proactive client contact where necessary in collaboration with VP.
  • Tax planning and tax packages roll out and delivery for client understanding with VP.
  • Trading and re-balancing where applicable, when necessary for certain Clients.
  • Conduct thorough and attentive consultations with clients regarding investments.
  • Spearheading marketing initiatives for the team.
  • Active website content management.
  • Skillful and intentional ability to maintain and build upon existing client relationships.


Recommended qualifications:

  • Completed post-secondary education.
  • Excellent communication skills both verbally and written.
  • Confident and composed mannerism with polished presentation skills and abilities.
  • Minimum 10 years Investment & or Financial Industry Experience.
  • Proven track record of ongoing development and advancement across experience.
  • Financial planning designation & or experience is ideal.
  • Licensed (CSC & CPH) is preferred.
  • Strong understanding of operations, policies and procedures in a corporate environment.

Salary Range: $80,000.00 – $100,000.00 per annum.
Summary of Other Benefits:
A comprehensive benefits package will be provided.
Please quote Job Reference #64976

Please submit your resume, in Word format, directly to Jennifer Dean via email at jdean@executrade.com.
Executrade is one of the largest and most comprehensive full-service recruitment firms in Western Canada, with 11 divisions and locations in Edmonton, Calgary, and Vancouver. We have over 40 years of experience helping client companies and candidates achieve their business goals and vision. Our success is due to our people, the strong relationships we build, and the continuous and robust evaluation and refining of our recruitment and staffing processes.
Individuals interested in this employment opportunity must obtain the necessary approvals from the Government of Canada – Citizenship and Immigration department, prior to applying for this position. In accordance with the Canadian Immigration laws, priority will be given to Canadian citizens and permanent residents of Canada for employment opportunities. Detailed information can be obtained from
http://www.cic.gc.ca

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