Financial Advisor

6 months ago

Calgary, Canada Evermark Financial Full time

Who we are:
Evermark Financial is a boutique financial services firm based in Cochrane, Alberta. We pride ourselves on always doing the right thing for our clients - whether we are helping them with their investments, retirement planning, insurance, or group plan, the client always comes first. Evermark is a small, tight-knit team and we really value our team atmosphere, our hard work, and having fun.

The Role:
We are looking to bring on a licensed financial advisor to join our team. The role is ideal for someone who is looking to grow their existing financial advisory practice. Your responsibilities will include financial planning, insurance planning, investment planning, prospecting, and bringing on new clients. You will be responsible for building and expanding your own business, with the support of Evermark and our partners. Evermark is contracted with all the leading insurance providers in Canada, ensuring you will always have the right solution for your clients. Evermark also has one of highest compensation schedules in the industry, with unlimited upside earning potential.
- Provide financial planning services to clients, including investment advice, retirement planning, and estate planning
- Analyze clients' financial goals, risk tolerance, and current financial situation to develop personalized financial plans
- Recommend investment products and strategies based on clients' needs and objectives
- Monitor clients' investment portfolios and make adjustments as needed
- Stay up-to-date on market trends, economic conditions, and changes in tax laws that may impact clients' financial plans
- Educate clients on various financial topics and help them make informed decisions about their money

**Requirements**:

- 2+ years of experience as a financial advisor
- LLQP and IFC licensed (active registration status)
- Experience building a financial advisory practice: selling insurance, mutual funds, and segregated funds
- Financial planning and investment management
- A self-starter who is motivated to grow their own business, while putting their clients needs first
- A degree in business, accounting, economics would be considered an asset
- CFP, PFP, CIM designation or working towards a similar designation would be considered an asset
- Ability to communicate complex financial concepts in a clear and understandable manner

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

**Salary**: $38,285.57-$85,209.18 per year

**Benefits**:

- Disability insurance
- Flexible schedule
- Life insurance

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay

Work Location: In person

  • Financial Advisor

    3 weeks ago

    Calgary, AB, Canada Up Financial Full time

    Financial Advisor - Wealth Management About Us Up Financial is a Wealth Management and Financial Planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning across Canada and the US. Up Financial was established to provide clients with independent, customized advice without the conflicts associated...

  • Financial Advisor

    3 weeks ago

    Calgary, AB, Canada Up Financial Full time

    Financial Advisor - Wealth Management About Us Up Financial is a Wealth Management and Financial Planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning across Canada and the US. Up Financial was established to provide clients with independent, customized advice without the conflicts associated...

  • Financial Advisor

    3 months ago

    Calgary, Canada AI Financial Power Group Full time

    **Financial Advisor** Do you want to expand your insurance business? Do you want to make investment for your clients? Do you enjoy building relationships? Are you are seeking a new career opportunity or change to a different industry? Are you currently working in the financial services industry and are seeking a change and opportunity to positively impact...

  • Financial Advisor Assistant

    1 month ago

    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...

  • Financial Advisor Associate, Support Team

    4 months ago

    Calgary, Canada ATB Financial Full time

    At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

  • Associate Financial Advisor

    6 months ago

    Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    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 2000 households and manage over...

  • Financial Advisor Wealth Advice Centre

    4 months ago

    Calgary, Canada ATB Financial Full time

    At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

  • Financial Advisor Wealth Advice Centre

    2 months ago

    Calgary, Canada ATB Financial Full time

    At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

  • Associate Advisor

    4 weeks ago

    Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

    About the JobGriffith & Associates is a financial planning firm in Calgary, Alberta. In almost 2 decades, 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 2000 households and manage...

  • Financial Advisor

    3 months ago

    Calgary, Canada Royal Bank of Canada Full time

    **Job Summary** **Financial Advisor** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help...

  • Financial Advisor

    2 months ago

    Calgary, Canada Royal Bank of Canada Full time

    **Job Summary** **Financial Advisor** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help...

  • Wealth Advisor

    4 months ago

    Calgary, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Calgary, AB** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary...

  • Financial Industry Support Specialist

    3 weeks ago

    Calgary, Alberta, Canada CI Financial Full time

    At CI Financial, we foster a work environment that is inclusive, empowering, and innovative. We strive to provide a safe space where employees can grow through challenging tasks, develop their skills, and collaborate with colleagues to deliver exceptional results.About the RoleWe are seeking a highly skilled Client Service Associate to join our team. As a...

  • Senior Advisor Investment and Financial planning

    2 months ago

    Calgary, Canada MD Financial Management Full time

    Requisition ID: 209443 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team in Calgary. Reporting to the Regional Manager,...

  • Financial Advisor Associate

    3 months ago

    Calgary, Canada Servus Credit Union Full time

    **Posting Closes**:October 25, 2024 - 4:00 pm **Compensation**:$49,613 - $62,016 based on experience **Employment Status**:Full-time -37.5 hours per week**.** Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed...

  • Wealth Planning Advisor

    3 months ago

    Calgary, Canada BMO Financial Group Full time

    525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 **Wealth Planning Advisor** The Wealth Planning Support Team is a business unit within BMO Wealth Planning, Trust & Advisory Services, dedicated to providing advisory, planning solutions, and Subject Matter Expertise support to BMO Wealth Professionals around the wealth planning process. Wealth **Quality...

  • Financial Advisor

    4 months ago

    Calgary, Canada Servus Credit Union Full time

    **Posting Closes**:September 3rd, 8:00 a.m. **Compensation**:$52,121 to $72, 869 per annum Your home branch will beMcKenzie Towne and you will be required to travel to the following locations: (Okotoks, High River, Seton, Mt. Royal, Legacy, Inglewood & Buffalo Run) **Servus is growing! We are currently looking for a Financial Advisor to join our district...

  • Financial Advisor

    1 month ago

    Calgary, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionFinancial AdvisorWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients...

  • Financial Planner, Investment Retirement Planning

    3 weeks ago

    Calgary, AB, Canada Up Financial Full time

    Financial Advisor - Wealth Management Up Financial is a Wealth Management and Financial Planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning across Canada and the US. Up Financial was established to provide clients with independent, customized advice without the conflicts associated with larger...

  • Financial Advisor

    2 months ago

    Calgary, 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...