Financial Advisor
3 days ago
About Griffith & Associates Financial & Estate Planning Services Ltd.
A leading financial planning firm in Calgary, Alberta, with a reputation for delivering expert advice on wealth management and estate planning.
Job SummaryWe are seeking an experienced Associate Financial Advisor to join our dynamic team. As a key member of our advisory team, you will be responsible for managing client relationships, providing investment guidance, and growing your own book of business.
Key Responsibilities- Client Service: Provide exceptional service to clients, responding to their inquiries, and ensuring their needs are met.
- Investment Guidance: Offer expert advice on investment strategies, portfolio rebalancing, and tax planning.
- Business Development: Identify opportunities to grow your network of referral sources and expand your book of business.
To succeed in this role, you will need:
- Canadian Securities Course (mandatory): Completion or enrollment in the course with completion by March 2025.
- Provincial Life Insurance License: Experience within the insurance industry is preferred.
- Experience: A minimum of 1-2 years of experience working in an advisory role, executing trading orders, and prospecting new clients.
- Skills: Excellent communication and interpersonal skills, proficiency in MS Office, CRM software, and a strong ability to self-manage multiple tasks.
Estimated Salary: $60,000 - $80,000 per year, depending on experience.
Why Join Us?Griffith & Associates offers a dynamic work environment, competitive compensation package, and opportunities for professional growth and development. If you are a motivated and results-driven individual looking to advance your career in financial services, we encourage you to apply.
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