Id : 63624
Category : Accounting-Permanent
Location/City : AB – Lethbridge
Region :
Job Type : Contract
Recruiter Name : Jessica Kopitar

Please submit your resume directly to Jessica Kopitar via email at

Investment Advisor in Lethbridge, Alberta!

The Opportunity

Our client in Lethbridge, Alberta is looking for an Investment Advisor to join their team!!! The Investment Advisor will build relationships with members by completing a Financial Plan by gathering information, analyzing their situation and presenting a plan that will be implemented and be subject to on-going review.

Key Account Responsibilities and Functions

  • Deliver Canadian Securities Institute products, services and financial planning solutions to members and prospective members
  • Identify opportunities for referrals to their team
  • The Investment Advisor will be assigned targets relating to revenue, marketing calls and sales appointments with the aim to produce new business generate referrals and complete retirement/financial plans
  • support their branches in their pursuit of targets and sales objectives which includes: retention of existing business and referrals to generate Membership and Loan Growth
  • Train, motivate and guide staff in the sales area to ensure high quality service is provided to members and that the needs of the organization and the individuals are met
  • Provide regular one on one coaching sessions with all Personal Bankers (Financial Advisors) as required
  • Interact competently and courteously with members and staff at all times. Personally, recognize and act on opportunities to sell specified products and services and acquire new business. Ensure member complaints and inquiries are addressed promptly and efficiently
  • Supervise and provide ongoing service and general financial advice to members in the areas of Wealth Management
  • Manage the development of quality growth to branch goals, keeping in mind all corporate and branch objectives
  • Develop business connections through external contacts and build referral relationships

Required Skills and Qualifications

  • Prior retail banking and credit assessment experience is essential. The ability to work quickly without sacrificing accuracy is essential.
  • Canadian Securities Course is mandatory
  • Conduct and Practices Handbook is an asset
  • IIROC registered
  • Accredited financial planning designation such as a CFP, PFP or RFP is an asset
  • University degree, post-secondary education or related experience
  • The incumbent must possess superior communication, sales and service skills and have the ability to build trust and long-term relationships with our members.
  • The Investment Advisor is expected to remain current on market conditions and industry updates.
  • Minimum of three years related experience in the securities industry, including selling individual securities and developing financial plans
  • Proven track record of successfully building wealth management relationships with clients
  • Working knowledge of life insurance and estate and trust solutions
  • Working knowledge of various financial planning and computer software programs to produce written financial plans and manage customer communications

Compensation and Benefits

  • Varies depending on experience!

Please quote Job Reference #63624

Please submit your resume directly to Jessica Kopitar via email at
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

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