Expert Financial Strategist

3 days ago


Edmonton, Alberta, Canada ALBERTA INC Full time

We are seeking a skilled Expert Financial Strategist to join our team at Alberta Inc.

About the Role

This is a permanent position with a 32-hour workweek. The successful candidate will have a strong understanding of financial planning and be able to develop effective strategies for clients.

Key Responsibilities
  • Financial Planning: Identify clients' financial goals and objectives, analyze their financial records, and develop customized financial plans.
  • Sales and Marketing: Arrange for the sale of financial products and investments that meet clients' needs.
Requirements
  • Bachelor's degree in a relevant field.
  • Canadian Securities Course (CSC) certification.
  • Canadian Institute of Financial Planning Course certification.
  • Minimum 3 years of experience in financial planning or a related field.
Work Environment

The successful candidate will work in a fast-paced environment with a large caseload. A strong understanding of time management and prioritization skills is essential.

We offer a competitive salary range of $$$$80,000 - $120,000 per year, depending on experience. This estimate is based on industry standards for similar positions in Alberta.



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