Associate Financial Advisor

1 day ago


Calgary, Canada Griffith & Associates Financial & Estate Planning Full time

Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage over $250m.

Griffith & Associates team is growing, and they are looking to hire an Associate Financial Advisor. The Associate Financial Advisor will be responsible for managing an assigned block of clients within the current book, and duties would include: meeting preparation, regular review meetings, portfolio rebalances, portfolio recommendations and tax planning, financial plan projections, and client follows ups.

**Job Summary**:



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