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Associate Financial Advisor

4 months ago

Edmonton, Canada Aspire Investments & Insurance Ltd. Full time

**About Us**:
At Aspire Investments & Insurance Ltd., we strive to create a community of trust between our staff and clients. We are currently seeking a dedicated, career-oriented individual to join our Financial Planning firm in Edmonton as an Associate Financial Advisor. We are pleased to provide a flexible and supportive working environment that encourages teamwork to achieve our shared objectives. Please note that this is a full-time, in-person position.

**General Tasks and Duties**:

- Provide financial advice and guidance to clients based on their individual financial goals and objectives
- Develop personalized financial plans and strategies to help clients achieve their financial goals and assist clients in making informed decisions regarding investments, insurance, retirement planning, and estate planning.
- Monitor and review clients' financial plans on an ongoing basis to ensure they remain aligned with their goals and objectives
- Has the ability to build trust and maintain strong relationships with clients based on professionalism, integrity, and confidentiality
- Demonstrates a strong knowledge of financial services and products, including investment options, insurance policies, and retirement plans
- Has confidence is their ability to explain complex financial concepts to clients in a clear and understandable manner
- Is a reliable, detail-oriented person with a high level of accuracy in preparing financial reports and client documents

**Job Types**: Full-time, Permanent

**Salary**: Up to $200,000.00 per year

**Benefits**:

- Company events
- Extended health care
- Flexible schedule

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay

**Education**:

- Bachelor's Degree (preferred)

Licence/Certification:

- Life & Accident and Sickness License - LLQP (preferred)
- Mutual Fund License - MFDA (preferred)

Work Location: In person

Expected start date: 2024-04-15