Strategic Financial Planning Professional

4 weeks ago


Edmonton, Alberta, Canada ALBERTA INC Full time
About the Role

We are seeking an experienced Strategic Financial Planning Professional to join our team at ALBERTA INC. This is a permanent position that offers 32 hours of work per week, with a competitive salary and benefits package.

Key Responsibilities
  • Client Focus: Work closely with clients to understand their financial goals and objectives, providing expert guidance to help them achieve success.
  • Financial Analysis: Conduct thorough analyses of clients' financial records to identify areas for improvement and develop effective strategies for growth.
  • Plan Development: Create comprehensive financial plans tailored to individual client needs, taking into account market trends and industry standards.
  • Product Arrangement: Arrange for the sale of financial products and investments that align with clients' goals and risk tolerance.
Certifications and Qualifications
  • Canadian Securities Course (CSC)
  • Canadian Institute of Financial Planning Course
Work Conditions and Physical Capabilities
  • A large caseload and permanent work term.
  • English language proficiency required.
  • Hours: 32 hours per week.

The estimated annual salary for this role is between $70,000 - $100,000 based on industry standards and location considerations. We offer a competitive compensation package that includes health benefits, retirement savings plan, and opportunities for professional development.



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