Associate Investment Advisor

2 days ago

Calgary AB TP T, Canada Aligned Capital Partners Inc. Full time $60,000 - $72,000 per year

Job Overview

We are seeking a driven and client-centric Associate Investment Advisor to join our wealth management team. The ideal candidate will support the development and delivery of customized investment and financial planning solutions that help clients achieve their long-term financial goals. This role requires strong technical knowledge, excellent relationship-building skills, and the ability to translate complex financial concepts into clear, actionable guidance. As an Associate Investment Advisor, you will play a key role in strengthening client relationships, supporting the senior advisor, and contributing to a high-performing advisory practice.

Key Responsibilities

  • Conduct comprehensive assessments of clients' financial situations, including analysis of assets, liabilities, income, expenses, and overall financial objectives.
  • Develop and support the implementation of personalized investment strategies aligned with clients' risk tolerance, time horizon, and tax and estate planning considerations.
  • Provide guidance on asset allocation, portfolio construction, securities, and cash-management strategies.
  • Research market trends, investment products, and economic developments using financial analytics tools.
  • Preparation of detailed financial plans
  • Maintain proactive and ongoing communication with clients to review portfolio performance, recommend adjustments, and address evolving needs.
  • Ensure strict adherence to regulatory requirements, compliance standards, and internal risk-management policies.
  • Educate clients on key wealth-management concepts and fundamental financial principles.
  • Support business-development initiatives by strengthening existing relationships, and contributing to future prospects.

Skills & Qualifications

  • Solid understanding of investment management and financial analysis
  • Proficiency with financial planning software, CRM platforms, and market-research tools.
  • Excellent quantitative skills and the ability to perform accurate, detailed financial calculations.
  • Experience in financial-services with a strong focus on client relationship management.
  • Exceptional communication skills with the ability to explain complex financial concepts to clients at all knowledge levels.
  • High attention to detail, strong analytical capabilities, and a disciplined approach to financial planning and risk evaluation.
  • Professional designation - must have completed CSC and CPH and should be working towards WME, CFP, or CIM.

Why Join Us

This role offers a dynamic opportunity for individuals passionate about helping clients build and protect their wealth. As an Associate Investment Advisor, you will contribute meaningfully to clients' financial success while growing your expertise within a supportive, professional, and growth-oriented environment.

Job Type: Full-time

Pay: $60,000.00-$80,000.00 per year

Application question(s):

  • Must have completed CSC and CPH and should be working towards WME, CFP, or CIM.

Education:

  • Bachelor's Degree (required)

Experience:

  • Financial services: 2 years (required)

Work Location: In person

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