Financial Planning Associate

4 weeks ago

Edmonton, Alberta, Canada IG Wealth Management Full time
Unlock Your Financial Potential

Join a dynamic team of financial professionals at Bootle & Associates, where you'll have the opportunity to grow your career and make a real impact on the lives of our clients.

We're seeking a highly motivated and experienced Financial Planning Associate to join our team. As a key member of our advisory team, you'll work closely with our clients to develop and implement personalized financial plans that help them achieve their long-term goals.

As a Financial Planning Associate, you'll be responsible for:

  • Preparing and presenting financial planning solutions to clients
  • Engaging in business development and external marketing strategies
  • Identifying new business opportunities with high net-worth individuals
  • Preparing presentations and concept pieces for use in implementing financial planning strategies
  • Developing new client relationships from external prospecting and introduction generated from centers of influence
  • Meeting directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further client relationships

We're looking for someone with a strong background in financial planning and a passion for delivering exceptional client service. If you're a motivated and results-driven individual who is looking for a new challenge, we'd love to hear from you.

What We Offer:

  • A competitive salary and bonus structure
  • A dynamic and supportive team environment
  • Opportunities for professional growth and development
  • A comprehensive benefits package

We're an equal opportunities employer and welcome applications from diverse candidates. If you're interested in this exciting opportunity, please submit your application, including your resume and a cover letter, to [insert contact information].

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