Financial Advisor

2 weeks ago

Calgary, Canada Robert Half Full time

We are seeking an experienced, client‑focused Financial Advisor (3+ years of experience) to join the wealth management team of one of our clients in the financial services sector. This individual will play a key role in delivering high‑quality advisory services, ensuring all recommendations and written materials are accurate, compliant, and aligned with client goals across investments, insurance, and long‑term planning.You will be an integral part of a multidisciplinary team responsible for managing and growing a client book, coordinating planning activities with internal administrators and external partners. This position requires strong organizational skills to manage the advisory process from start to finish, including conducting client meetings, preparing financial plans, and ensuring consistent service delivery.Key ResponsibilitiesConduct client meetings to assess financial goals, needs, and overall financial situation.Build personalized financial plans, projections, and written recommendations.Recommend investment strategies and suitable products.Monitor, adjust, and rebalance portfolios based on client objectives.Prepare and lead review meetings; document follow‑ups and ensure timely execution.Provide guidance on retirement planning, tax considerations, and estate strategies.Advise clients on insurance needs (life, disability, critical illness).Manage documentation and maintain accurate records in line with regulatory requirements.Grow an assigned book of business primarily through client referrals and internal lead sources.Collaborate with internal administrative staff for account openings and process steps.Achieve defined performance expectations such as book growth, service quality, and planning activity.QualificationsMinimum 3 years of client‑facing experience in financial advisory. Profiles with less experience will be automatically excluded from the process.CSC (Canadian Securities Course) – mandatory.CPH (Conduct and Practices Handbook) – mandatory.LLQP (Life License Qualification Program) – mandatory.Proficiency with Microsoft Office (mandatory).Experience with CRM systems; Salesforce is an asset.Preferred ExperienceCFP (Certified Financial Planner) or PFP (Personal Financial Planner) credentials.Readiness for CIRO licensing (asset).Prior experience managing a sizable book of clients within wealth management.Familiarity with investment, tax, insurance, and estate planning concepts.Work EnvironmentFull‑time onsite schedule (100% in‑office).Approximately 40 hours per week, with flexible start times within a defined morning window.Collaborative, dynamic workplace with a strong team spirit and a “give‑and‑take” mentality in a human-sized companyOccasional team activities such as social gatherings or internal events.Client‑facing culture, including periodic client events hosted onsite.Compensation & BenefitsCompetitive base salary aligned with your experience and designed to reward long‑term growth. Generous bonus structure (semi‑annual or annual) tied to impactful results in client service and business development3 weeks of vacation to support work–life balanceComprehensive health & dental coverage to keep you and your family supportedRetirement savings program with employer matching, helping you build your future with confidencePositive, collaborative work environment where your contributions are valued and your growth is encouraged

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