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Associate Financial Advisor

2 weeks ago

Calgary, Canada Griffith & Associates Financial & Estate Planning Services Ltd 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 $300m.

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.

**Key Responsibilities**:

- Communicating with clients and servicing requests
- Providing investment administrative support
- Prepare, check and complete forms relating to account openings and transfers
- Meeting preparation and follow-up
- Maintain digital and physical filing on an ongoing basis
- Support other team members
- Administration of technology, resources, and tools
- Handle incoming calls and ensure queries are either handled or directed to the right individual

**Qualifications & Requirements**:

- Canadian Securities Course (mandatory)
- Provincial Life Insurance license, including Accident & Sickness (preferred but not mandatory)
- Experience working in an advisory role is required
- Experience in executing trading orders is required
- Salesforce and Naviplan experience is an asset
- Knowledge & experience of industry legislation, rules and requirements
- University degree or College diploma (preferred but not mandatory)
- Proficiency in MS Word, MS Excel, MS PowerPoint, and a CRM essential
- Willing to take applicable industry courses and professional development

**Skills and Abilities**:

- Team player with the ability to work in a busy, fast-paced office environment
- Ability to effectively self-manage a multitude of activities
- Common sense approach to problem-solving
- Take pride in the quality of work
- Have a strong client service focus
- Have strong attention to detail
- Professional verbal and written communication skills
- Ability to learn and work independently but also as a strong team member
- Have a career focus, motivated by the growth of the firm, with potential for development
- Motivated to learn and develop
- Initiate continuous development (personal, professional, computer)

**Education**:

- LLQP License - not required however experience within the insurance industry preferred.
- While not mandatory, a Certified Financial Planners (CFP) designation or a Personal Financial Planner (PFP) is an asset.