Associate Advisor

3 weeks ago

Edmonton, Canada North Road Investment Counsel Inc. Full time

_At North Road Investment Counsel, we believe wealth can be a force for good in the world. _
- Our team has been managing the investment portfolios and financial plans of many _
- successful Canadian families for close to 20 years. To do more for our clients, we have _
- recently transitioned our Portfolio Management team to a fully independent firm, and we _
- are looking for someone to join our Edmonton head office. This is where we need your _
- help. _
- We are fortunate enough to have a high growth investment management practice and we _
- are now in need of an experienced Associate Advisor to manage client relationships. This is _
- a rare career position in Edmonton: we recognize that the skills needed to **manage **_

**_wealth management _** _clients are very different from the skills to **find **clients. The person _
- that we are looking for will work directly with a group of professionals that are trying hard _
- to connect modern academic research into family wealth management plans, without the _
- pressure of finding new clients. _
- If you are a financial professional who is working in the Edmonton marketplace and loves _
- the relationship side of your position more than the business development side of the _
- profession, we should talk. _
- Now for the formal job description stuff: _

**Job Title**: Associate Advisor - Wealth Management

**Job Summary**: We are seeking an experienced, client-focused Associate Advisor to join our dynamic wealth management team. As an Associate Advisor, you will play a critical role in providing comprehensive financial planning and investment management services to high-net-worth individuals and families. You will work closely with our senior advisors to build and maintain client relationships, develop customized financial strategies, and deliver exceptional client service. This role offers a unique opportunity to advance your career in wealth management while making a meaningful impact on our clients' financial well-being.

**Key Responsibilities**:

- **Client Relationship Management**: Cultivate and maintain strong relationships with clients by understanding their financial goals, needs, and risk tolerance. Act as a primary point of contact and deliver a high level of personalized service.
- **Financial Planning**: Collaborate with clients and senior advisors to develop, implement, and monitor comprehensive financial plans, including retirement planning, estate planning, tax optimization, and wealth transfer strategies.
- **Investment Management**: Assist in the management of client investment portfolios, including asset allocation and ongoing portfolio rebalancing with our investment management team.
- **Financial Analysis**: Utilize financial planning software and tools to create financial projections and scenarios. Support the development of investment recommendations and financial strategies.
- **Risk Assessment**: Assess clients' risk tolerance and make appropriate investment recommendations while ensuring alignment with their long-term financial goals.
- **Compliance**: Ensure all activities adhere to regulatory requirements and internal compliance standards which includes the maintenance of accurate and organized client records.
- **Client Communication**: Regularly communicate with clients to provide updates on their portfolio performance, address inquiries, and present financial planning recommendations.
- **Collaboration**: Work closely with the broader wealth management team, including senior advisors, analysts, and support staff to ensure a cohesive approach to client service.

**Qualifications**:

- CFP or CIM is a must. CFA is a plus.
- Minimum of 10 years of experience in wealth management, financial planning, or a related field in the Edmonton marketplace.
- Excellent interpersonal and communication skills with the ability to build and maintain client relationships effectively.
- Strong understanding of financial markets, investment products, and financial planning principles.
- Knowledge of financial planning software and tools.
- Proficiency in Microsoft Office, particularly Excel, PowerPoint, and Word.
- Ability to work both independently and as part of a collaborative team.
- Adherence to ethical and compliance standards in the wealth management industry.

Advisor role. This career position will offer competitive compensation and a supportive work environment that fosters professional growth and development Join our team and help our clients achieve their financial dreams.

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Edmonton, AB T5K 0J8: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (preferred)

**Experience**:

- Call center: 1 year (preferred)
- Customer service: 1 year (preferred)

Work Location: In person

Expected start date: 2024-01-15

  • Financial Advisor Associate

    2 weeks ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Financial Advisor Associate

    2 weeks ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Financial Advisor Associate

    2 weeks ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • Financial Advisor Associate

    1 week ago

    Edmonton, Canada Servus Credit Union Full time

    **Posting Closes: December 1, 2023 end of day** **Compensation: $48,403 - $60,504 per annum** **Employment Status: Full-time (37.5 hours/week), extended hours Thursday and Friday's; Tuesdays - Saturday branch** Servus is growing! We are currently looking for a **Financial Advisor Associate **at our **Beverly Branch.** Reporting to the Branch Manager, our...

  • Financial Advisor Associate

    2 weeks ago

    Edmonton, Canada ATB Full time

    Our bottom line is different.There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and...

  • Associate Insurance Advisor

    2 days ago

    Edmonton, Canada Alberta Medical Association Full time

    The Alberta Medical Association is recruiting for the temporary position of **Associate Insurance Advisor** with our ADIUM Insurance Services area. This position is currently temporary till December 31, 2024, with possibility of extension. **Why work for the AMA?** At the AMA, we know that employees are fundamental to our success as an organization and our...

  • Financial Advisor Associate

    3 weeks ago

    Edmonton, Canada ATB Financial Full time

    Our bottom line is different.There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and...

  • Financial Advisor Associate

    3 weeks ago

    Edmonton, Canada ATB Financial Full time

    Our bottom line is different.There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and...

  • Financial Advisor Associate

    3 weeks ago

    Edmonton, Canada ATB Financial Full time

    Our bottom line is different.There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and...

  • Financial Advisor Associate

    3 weeks ago

    Edmonton, Canada ATB Financial Full time

    Our bottom line is different.There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and...

  • Associate Advisor

    1 month ago

    Edmonton, Canada Covenant Health Alberta Full time

    This position is non-unionized. - Classification: Associate Advisor - Union: COV OUT OF SCOPE - Unit and Program: Classification and Compensation - Primary Location: One Twelve Campus - Location Details: Eligible to work hybrid (on/off site) within Alberta - Temporary Employee Class: Temp F/T Benefits - FTE: 1.00 - Posting End Date: 23-FEB-2024 - Date...

  • Associate Financial Advisor, Campus

    2 days ago

    Edmonton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Mobile Financial Advisor Associate

    2 weeks ago

    Edmonton, Canada Servus Credit Union Full time

    **Posting Closes: May 13, 4:00 pm (MST)** **Employment Status: Full-time - 37.5 hours per week (extended hours; Monday - Saturday branches)** **Compensation: $49,613 - $62,016 per annum** **District: Edmonton North Region** **Requirement to travel to the following locations**: **107th Avenue, 149th Street, Beverly, Capilano, Delton, Legal, Manning,...

  • Associate Financial Advisor

    4 days 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...

  • Advisor, Human Relations

    1 week ago

    Edmonton, Canada Bimbo Canada Full time

    **Position**: Advisor, Human Relations **Type**: Full Time / Permanent **Company**: Bimbo Canada (formerly Canada Bread Company, Ltd.) **Location**: Edmonton, AB **Reports To**: Senior Manager, Human Relations **ALL ABOUT THE COMPANY**: Bimbo Canada is a leading producer and distributor of packaged fresh bread and bakery products with brands such as...

  • Disclosure Advisor

    2 months ago

    Edmonton, Canada University of Alberta Full time

    **SDHr-Safe Discl & Human Rights**: - Competition No. **S106952550** - Posting Date **Feb 06, 2024** - Closing Date **Feb 20, 2024** - Position Type **Full Time - Operating Funded** - Salary Range **$64,618 to $90,053 per year** - Grade **11** - Hours **35** This position is a part of the Non-Academic Staff Association (NASA). This position has an...

  • Associate Financial Advisor

    2 months ago

    Edmonton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Parking Advisor

    3 weeks ago

    Edmonton, Canada Government of Alberta Full time

    **Job Information** Job Requisition ID: 58172 Ministry: Infrastructure Location: Edmonton Full or Part-Time: Full Time Hours of Work: 36.25 hours per week Permanent/Temporary: Ongoing Scope: Open Competition Closing Date: June 5, 2024 Classification: Subsidiary 01B 3625 Administrative Support 5 **Salary**: $1,913.27 to $2,342.49 bi-weekly ($49,936 -...

  • Parking Advisor

    1 week ago

    Edmonton, Canada Government of Alberta Full time

    **Job Information** Job Requisition ID: 57091 Ministry: Infrastructure Location: Edmonton Full or Part-Time: Full Time Hours of Work: 36.25 hours per week Permanent/Temporary: Ongoing Scope: Open Competition Closing Date: April 26, 2024 Classification: Subsidiary 01B 3625 Administrative Support 5 **Salary**: $1,913.27 to $2,342.49 bi-weekly ($49,936 -...

  • Advisor Internship Program

    4 weeks ago

    Edmonton, Alberta, Canada Raymond James Ltd. Full time

    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 wealth management needs.Advisor Internship Program (AIP)How Does The Role Impact The...