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associate financial advisor
Posted on October 24, 2024 by Employer details Legacy Financial Wealth Building Incorporated
Job details
*Summary* We are seeking a motivated and strategic entry-level Financial Advisor to join our team. This role offers excellent opportunities for career advancement and professional growth. The ideal candidate will be passionate about helping clients reach their financial goals through thorough planning services. As a member of our team, you?ll gain valuable experience in risk management, estate planning, debt and investment management, real estate, retirement planning, and more. If you are dedicated to providing outstanding client service and this role fits your career goals, we invite you to apply! *Responsibilities* * Serve as a trusted advisor for new clients by actively seeking and establishing relationships with potential prospects. * Gather and evaluate clients? financial information to determine their financial status, cash flow, goals, retirement plans, and other wealth management aspects. * Offer strategic recommendations on products, plans, and investments to help clients achieve their financial goals. * Create customized financial plans tailored to each client?s life stage, professional circumstances, and changing financial needs. * Be a reliable and flexible team player, eager to learn and receive mentorship from colleagues. *What to Expect* * Occasional travel is required. * A valid driver?s license and insurance would be nice. * Uphold strict confidentiality regarding clients? medical, financial, and personal information. * Extended work hours, including weekends, may be necessary during peak periods. * Direct interaction with clients and service providers in their environments. * Successful candidates will undergo a Criminal Record and Consumer History background check. *To Succeed in This Role* * Maintain focus and optimism in achieving goals, effectively managing time and resources to meet sales targets. * Develop and implement plans to increase market presence and enhance operational efficiency with a client-centric approach. * Demonstrate strong communication skills to persuade and influence others and to facilitate mutually beneficial solutions. * Build and nurture trusting relationships and provide guidance to support the growth of your peers. *What We Offer* * Training and development opportunities to grow your career with one of Canada?s top employers. * Opportunities to give back to your community. * A competitive salary and a comprehensive benefits package. If you?re ready to start a fulfilling career and make a meaningful impact, we look forward to your application! Job Types: Full-time, Part-time Pay: $40,414.12-$55,000.00 per year Expected hours: 25 ? 40 per week Benefits: * Disability insurance * Flexible schedule * Life insurance * Profit sharing Schedule: * Monday to Friday * Weekends as needed Work Location: In person- LocationEdmonton, AB
- Workplace information On site
- Salary$40,414.12 to $55,000YEAR annually
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source indeed.com #9500022617
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