Advisor

1 week ago

Lacombe, Canada Lenz Financial Services Full time

**Job Summary**

As an Associate Advisor, you will be responsible for providing advice and support to our clients, identifying new opportunities, and help grow our business by actively prospecting for new clients as well as meeting with existing client base.

**Skills/Requirements**
- Excellent problem-solving skills to provide proactive client service.
- Effectively respond to client inquiries and take ownership of follow-ups.
- Help build and execute business plans, client segmentation exercises, and client service plans.
- Identify opportunities across the existing client base as well as proactively seek out new clientele.
- Nurture and manage valuable relationships with Centers of Influence (COIs)
- Trading and / or portfolio rebalancing support.
- Support both the Lead Advisor by meeting with clients, manage documentation, track progress and follow up.

**Must-Have**
- Minimum of 2 years of professional experience within the industry
- CIFC (Investment Funds) or industry equivalent, and Life/A&S licenses
- Exceptional written and verbal communication skills in English
- Proficiency in Word, Excel, CRM systems and other related business or money management tools - ASSET
- Ability to multi-task and be flexible while maintaining a high degree of accuracy.
- Ability to think critically and evaluate all the data available to help clients meet their goals
- Ability to build & foster relationships
- Possess a commitment to professionalism and a positive attitude

**Nice-to-have**
- CFP/QAFP/PFP -or willing to work towards
- Strong organizational and time management
- Experience with Conquest Planning Software/financial planning software an asset

If you’re dedicated to delivering excellent client service and this sounds like a good fit, we look forward to hearing from you.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Pay: $55,000.00-$65,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- Dental care
- Flexible schedule
- On-site parking
- Vision care

Schedule:

- Day shift
- Monday to Friday

**Experience**:

- Industry: 2 years (required)

Work Location: Hybrid remote in Lacombe, AB T4L 1Y1

Application deadline: 2025-08-22
Expected start date: 2025-09-29

  • Financial Advisor

    5 days ago

    Lacombe, Alberta, Canada RBC Full time

    Job DescriptionFinancial AdvisorWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their...

  • Parts / Service Advisor

    2 weeks ago

    Lacombe, Canada Gary Moe Chrysler Dodge Jeep Ram Full time

    Are you passionate about the automotive industry and love helping people? Gary Moe Chrysler Dodge Jeep Ram in Lacombe is looking for a **Parts & Service Advisor** to join our dynamic team! This is a **dual-role position** where you’ll be **cross-trained** to support both the **Parts** and **Service** departments, with a strong focus on **Service BDC...

  • Financial Advisor

    1 week ago

    Lacombe, Canada Royal Bank of Canada> Full time

    Job DescriptionFinancial AdvisorWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their...

  • Financial Advisor

    6 days ago

    Lacombe, Canada Royal Bank of Canada Full time

    Job Description Financial AdvisorWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their...

  • Financial Advisor

    1 week ago

    Lacombe, Canada Servus Credit Union Full time

    Servus is growing! We are currently looking for a **Financial Advisor for our Lacombe branch.** Reporting to the Assistant Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized financial solutions that shape their financial fitness. More...

  • Financial Advisor

    2 weeks ago

    Lacombe, Canada Servus Credit Union Full time

    **Posting Closes: July 4, 2025** **Employment Status: Full-time (Monday - Saturday; extended-hour branch)** We are currently looking for a full-time **Financial Advisor** at our branch in **Lacombe.** Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about...

  • Personal Insurance Advisor

    18 hours ago

    Lacombe, Canada BrokerLink Full time

    Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who want...

  • Entry Level Insurance Advisor

    2 days ago

    Lacombe, Canada BrokerLink Full time

    Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who want...

  • Financial Advisor

    3 weeks ago

    City of Lacombe, Canada RBC Full time

    Job Description Financial Advisor What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high‑value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with...

  • Personal Insurance Advisor

    3 weeks ago

    City of Lacombe, Canada BrokerLink Full time

    Personal Insurance Advisor at BrokerLink We are looking for a Personal Insurance Advisor to join our growing team in Lacombe, AB on a Permanent Full Time Basis. What You’ll Do Here Service on‑going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals Sell new...