Financial Advisor
4 months ago
TITLE:
Financial Advisor
LOCATION:
Calgary, AB
REPORTING: Senior Financial Advisor
JOB PURPOSE:
Why does this role exist?
The primary responsibility of a Financial Advisor (FA) is to proactively identify, develop and maintain strong
client relationships within the firm's Legacy book of business through regular contact and providing timely,
value-added information, advice and recommendations. The FA is to leverage financial planning tools to
help clients understand what they need to do to reach their goals and to encourage them to act on my
recommendations. This role reports to the Senior Financial Advisor.
KEY ACCOUNTABILITIES:
- Promotes a culture of compliance throughout the firm.
- Recommends strategies clients can use to achieve their financial goals and objectives, including advice
business planning and estate planning.
- Manages client base with constant contact strategy.
- Meets with clients to determine their current income, expenses, insurance coverage, tax status,
- Completes projects and special assignments by establishing objectives; determining priorities; managing
plans.
- Exhibits the firm's values of leadership, teamwork, respect, accountability and passion
CRITICAL PERFORMANCE AREAS
FIRM CONTRIBUTION
- Responsible to adhere to all compliance and regulatory requirements as set out by the firm and
- Creates, organizes and executes a successful and effective sale process, acquiring new clients along
- Works within the team on asks such as Insurance Management.
- Is accountable to follow company policies and procedures.
- Utilizes company approved tools and software.
CLIENT MANAGEMENT
- Identifies opportunities and works with the team members to create solutions for clients.
- Manages client relationships.
- Services and expands new and existing clients by introducing them to the firm's services.
- Reviews accounts to determine if life changes necessitate new financial strategies.
LEADERSHIP AND TEAM DEVELOPMENT
- Updates job knowledge by participating in educational opportunities, reading professional
- Identifies and keeps abreast of new market trends; shares and educates where appropriate.
FINANCIAL AND BUSINESS PERFORMANCE
- Responsible for revenue generation and proactively identify opportunities to grow the business
- Identifies opportunities to gather additional assets and/or increase revenue within the existing
FUNCTIONAL COMPETENCIES
- Ability to see the "big picture" while staying aligned to the firm's vision.
- Has a love for the financial services industry, specifically financial planning and a desire to grow in this
- Holds self-accountable to high levels of client service with a focus on maintaining and building strong
- Ability to listen, be responsive to client needs and empathy; persuasive and articulate communication
- Strong analytical skills, the ability to use databases and conduct financial research, in addition to
- Entrepreneurial Spirit – a love to embrace new opportunities and make things happen, thrive in a fast
- Highly organized and results oriented with demonstrated flexibility.
- Strong personal ethics.
QUALIFICATIONS
- College, University degree or equivalent.
- CSC accreditation.
- CIM an asset.
- CFP Designation and Membership in the Financial Planning Association or other industry groups.
- Insurance licensing an asset.
- Should have working knowledge of estate planning, power of attorney, wills, family trusts, insurance
- Must have proven success in building solid client relationships.
- IT literacy
-
Financial Planning Advisor
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timePosition OverviewAs a Financial Planning Advisor at J&H Financial Corp, you will play a crucial role in guiding clients towards achieving their financial aspirations. Your expertise will help clients navigate their financial landscape effectively.QualificationsEducation: Bachelor's degree requiredExperience: 1 to 2 years in a relevant fieldWork...
-
Financial Planning Advisor
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timePosition OverviewAs a Financial Planning Advisor at J&H Financial Corp, you will play a crucial role in guiding clients towards achieving their financial aspirations. Your expertise will help clients navigate their financial landscape effectively.QualificationsEducation: Bachelor's degree requiredExperience: 1 to 2 years in a relevant fieldWork...
-
Senior Advisor Manager
4 days ago
Calgary, Alberta, Canada Western Financial Group Full timeAbout the RoleAs a Senior Advisor Manager at Western Financial Group, you will play a key role in leading a team of advisors to deliver exceptional client service and drive business growth. Your primary responsibility will be to guide and coach advisors to meet their individual and team goals, ensuring they have the necessary skills and knowledge to provide...
-
Senior Advisor Manager
4 days ago
Calgary, Alberta, Canada Western Financial Group Full timeAbout the RoleAs a Senior Advisor Manager at Western Financial Group, you will play a key role in leading a team of advisors to deliver exceptional client service and drive business growth. Your primary responsibility will be to guide and coach advisors to meet their individual and team goals, ensuring they have the necessary skills and knowledge to provide...
-
Financial Advisor
1 week ago
Calgary, Alberta, Canada beBee Professionals Full timeAbout beBee ProfessionalsWe are a leading professional services firm that provides expert advice to businesses and individuals. Our team of experienced professionals is dedicated to delivering high-quality services that meet the unique needs of our clients.Job Title: Corporate Finance AdvisorWe are seeking a highly skilled Corporate Finance Advisor to join...
-
Financial Advisor
1 week ago
Calgary, Alberta, Canada beBee Professionals Full timeAbout beBee ProfessionalsWe are a leading professional services firm that provides expert advice to businesses and individuals. Our team of experienced professionals is dedicated to delivering high-quality services that meet the unique needs of our clients.Job Title: Corporate Finance AdvisorWe are seeking a highly skilled Corporate Finance Advisor to join...
-
Senior Advisor Manager
1 week ago
Calgary, Alberta, Canada Western Financial Group Full timeAbout the RoleAs a Senior Advisor Manager at Western Financial Group, you will play a key role in driving the success of our team by guiding and coaching advisors to meet their individual and team goals.Key ResponsibilitiesAdvisor Development: Conduct observational-based coaching sessions to improve advisor performance, provide ongoing training and...
-
Senior Advisor Manager
1 week ago
Calgary, Alberta, Canada Western Financial Group Full timeAbout the RoleAs a Senior Advisor Manager at Western Financial Group, you will play a key role in driving the success of our team by guiding and coaching advisors to meet their individual and team goals.Key ResponsibilitiesAdvisor Development: Conduct observational-based coaching sessions to improve advisor performance, provide ongoing training and...
-
Senior Financial Advisor
6 days ago
Calgary, Alberta, Canada Fidelity Canada Full timeAbout the Role:Fidelity Canada is seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will play a key role in establishing and maintaining strong relationships with clients, providing investment servicing, retention, and fostering portfolio growth.Key Responsibilities:Manage and grow a...
-
Senior Financial Advisor
5 days ago
Calgary, Alberta, Canada Fidelity Canada Full timeAbout the Role:Fidelity Canada is seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will play a key role in establishing and maintaining strong relationships with clients, providing investment servicing, retention, and fostering portfolio growth.Key Responsibilities:Manage and grow a...
-
Investment Advisor in Development
4 weeks ago
Calgary, Alberta, Canada BMO Financial Group Full timeThe Investment Advisor in Development will collaborate closely with an experienced senior investment advisor for a portion of their time, gaining valuable mentorship and insights from the Sponsoring Investment Advisor.This role involves evaluating individual client investment requirements to offer tailored, professional investment advice, sales, and...
-
Financial Advisor
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeMinimum Qualifications:Education: Bachelor's degree in Finance or related fieldExperience: 1 to 2 years in financial servicesWork Environment:Financial services firmKey Responsibilities:Assess clients' financial aspirations and objectivesReview and interpret clients' financial documentsCreate tailored financial strategies for clientsProvide guidance on cash...
-
Financial Advisor
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeMinimum Qualifications:Education: Bachelor's degree in Finance or related fieldExperience: 1 to 2 years in financial servicesWork Environment:Financial services firmKey Responsibilities:Assess clients' financial aspirations and objectivesReview and interpret clients' financial documentationCreate tailored financial strategies for clientsProvide guidance on...
-
Financial Advisor
4 weeks ago
Calgary, Alberta, Canada J&H Financial Corp Full timeEssential Qualifications:Education: Bachelor's degree in Finance or related fieldExperience: 1 to 2 years in a financial advisory roleWork Environment:Financial services firmKey Responsibilities:Assess clients' financial aspirations and needsReview and interpret clients' financial documentationCreate tailored financial strategies for clientsProvide guidance...
-
Strategic Financial Advisor
1 week ago
Calgary, Alberta, Canada IG Wealth Management Full timeAbout Our PracticeOur goal is to provide clients with financial freedom through sound, strategic, and principled financial planning. We seek to hire a knowledgeable and experienced financial planner with a passion for unlocking freedom for clients, both existing and new. We want a person that is inspired and inspires; someone that gives you that awesome kind...
-
Strategic Financial Advisor
1 week ago
Calgary, Alberta, Canada IG Wealth Management Full timeAbout Our PracticeOur goal is to provide clients with financial freedom through sound, strategic, and principled financial planning. We seek to hire a knowledgeable and experienced financial planner with a passion for unlocking freedom for clients, both existing and new. We want a person that is inspired and inspires; someone that gives you that awesome kind...
-
Financial Operations Advisor
4 weeks ago
Calgary, Alberta, Canada Kelly Services , Ltd. Full timeKelly Services, Ltd. is seeking a Financial Operations Advisor to support our client in the Oil and Gas sector.Job Title: Financial Operations AdvisorAbout this opportunity:In this role, you will report to the Senior Manager of the IT Business Office. Your primary function will be to oversee the operational management of the IT expense budget lifecycle. This...
-
Investment Advisor in Development
4 weeks ago
Calgary, Alberta, Canada BMO Financial Group Full timeThe Investment Advisor in Development will collaborate closely with a seasoned investment professional for a portion of their time, gaining invaluable mentorship and insights from the Sponsoring Investment Advisor.This role involves evaluating individual client investment requirements to deliver tailored, expert investment advice, sales, and service. The...
-
Senior Financial Advisor
2 weeks ago
Calgary, Alberta, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at National Bank. As a Senior Financial Advisor, you will be responsible for providing expert financial planning and credit services to high-net worth clients and their families.Key ResponsibilitiesOffer comprehensive financial solutions and advice on all...
-
Corporate Financial Advisor
1 week ago
Calgary, Alberta, Canada Bengal Logistics Corp. Full timeAbout the RoleWe are seeking a highly skilled Financial Services Specialist to join our team at Bengal Logistics Corp. as a Corporate Financial Advisor. As a Business Financial Consultant, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesFinancial Analysis: Conduct thorough financial...