Experienced Associate Financial Advisor
2 weeks ago
Overview Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 400m in assets. The Griffith & Associates team is growing, and they are looking to hire an experienced Associate Financial Advisor. The Associate Financial Advisor will be responsible for managing an assigned block of clients within the current book as well as growing the book, and duties would include meeting preparation, regular review meetings, portfolio rebalances, portfolio recommendations and tax planning, financial plan projections, and client follows ups. Responsibilities The successful candidate will be self-driven, highly organized and detailed, will have excellent people skills, and thrive working in a fast-paced, team environment. Qualifications The successful candidate should have the CSC and CPH, ready for licensing with CIRO, and should have completed the LLQP, or be in the process of obtaining it. Certified Financial Planner (CFP) or a Personal Financial Planner (PFP) designation or in the process of it. A strong understanding of the Microsoft platform is mandatory and be familiar with Salesforce. The successful candidate should have at least 5 years of applicable experience in directly advising clients within the parameters listed above. Salary is negotiable based on education and experience. Benefits, RRSP matching and an energetic environment are a few things the successful candidate can look forward to Skills and Abilities Team player with the ability to work in a busy, fast-paced office environment. Ability to effectively self-manage a multitude of activities. Common sense approach to problem-solving. Take pride in the quality of work. Have a strong client service focus. Have strong attention to detail. Professional verbal and written communication skills. Ability to learn and work independently but also as a strong team member. Have a career focus, motivated by the growth of the firm, with potential for development. Motivated to learn and develop. Initiate continuous development (personal, professional, computer). #J-18808-Ljbffr
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Experienced Associate Financial Advisor
2 weeks ago
Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full timeAbout the Job:Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 400m in assets.The...
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Experienced Associate Financial Advisor
2 weeks ago
Calgary, Alberta, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full timeAbout the Job: Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 400m in assets.The...
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Senior Associate Financial Advisor
2 weeks ago
Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full timeA financial planning firm in Calgary is seeking an experienced Associate Financial Advisor to manage client portfolios and provide financial planning services. The ideal candidate should have a strong background in financial advising with certifications like CSC and CPH, alongside excellent communication skills and attention to detail. Salary is negotiable...
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Financial Advisor
2 weeks ago
Calgary, Alberta, Canada Up Financial Full timeReady to take your career in Wealth Management to the next level? If you are looking to leave the banks, career shops or just looking to be a part of a successful team that is in growth mode, this role may be perfect for you. We are one of the most educated and technically proficient wealth management teams in Canada.About UsUp Financial is a Wealth...
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Associate Financial Advisor
1 week ago
Calgary, Alberta, Canada Co-operators Full time $54,517 - $90,861Company: CGICDepartment: West RegionEmployment Type: Regular Full-TimeWork Model: RemoteLanguage: This role operates in English.The OpportunityWe are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That's why we prioritize our...
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Financial Advisor Assistant
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Calgary, Canada Raymond James Financial, Inc. Full time**Financial Advisor Assistant** - 2403759 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...
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Financial Advisor
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Calgary, Canada Edward Jones Full timeOverview Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our...
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Financial Advisor
2 weeks ago
Calgary, Canada Up Financial Full timeReady to take your career in Wealth Management to the next level? If you are looking to leave the banks, career shops or just looking to be a part of a successful team that is in growth mode, this role may be perfect for you. We are one of the most educated and technically proficient wealth management teams in Canada. About Us Up Financial is a Wealth...
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Wealth Advisor Assistant/associate
1 week ago
Calgary, Canada Castle Financial Group Ltd. Full time**About Castle Financial Group** Castle Financial is a boutique financial advisory firm dedicated to helping high-net-worth business owners, professionals, and families navigate complex financial landscapes. With a client-centric approach, we specialize in tax-efficient wealth planning, corporate and personal insurance solutions, and strategic asset...
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Calgary, Canada Canada Life Full timeA leading financial services firm in Calgary is looking for an Associate Advisor to enhance client experiences and learn financial planning processes. Successful candidates will have at least 2 years in the financial services industry, a post-secondary education in Business, and complete the necessary licensing. You'll be mentored and work collaboratively to...
