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Financial Advisor Assistant

3 weeks ago

Edmonton, Canada Griffin Financial Services Inc. Full time

**Job Title: Financial Advisor Assistant at Griffin Financial Services Inc.**

**, Permanent, Location: South Edmonton**

The Bert Griffin Team is an independent financial planning office operating across Canada since 1994. Our goal is to provide Wealth Management Solutions to help our clients grow, preserve and protect their assets to build long-term wealth while minimizing taxes, and managing risk.

**Responsibilities**:

- Administrative processing & maintaining organization of client database.
- Build and nurture client relationships through effective communication and exceptional customer service.
- Gathering and updating Know Your Client information for clients.
- Develop tailored financial plans that align with clients' goals, including investment strategies, retirement planning, and risk management.
- Provide regular updates and reviews to clients regarding their financial plans and performance.
- Maintain accurate records of client interactions and transactions to ensure compliance with industry standards.

**Qualifications**:

- Exceptional interpersonal skills with a focus on building trust and rapport with clients.
- Professionalism, punctuality, reliability and have a strong work ethic.
- Strong organizational skills and ability to work in a fast paced environment.
- Strong mathematical skills with the ability to analyze complex financial data.
- Proficiency in Microsoft Office Programs & other technology.
- Must be motivated and have the ability to work independently as well as part of a team in a fast-paced environment.
- Must have knowledge of financial services industry, particularly investments.

**Application Instructions**:
**Benefits**:

- Health Care Spending Account
- On-site parking
- Paid time off

**Schedule**:

- Monday to Friday

**License/Certification**:

- IIROC License (CSC + CPH) (required)
- Relevant certifications (e.g., CFP, CFA) are advantageous but not required.

Work Location: In person

Application deadline: 2024-12-20
Expected start date: 2025-01-06