Experienced Associate Financial Advisor

2 weeks ago

Calgary AB TN R, Canada Griffith & Associates Financial & Estate Planning Services Ltd Full time

About the Job:

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 400m in assets.

The Griffith & Associates team is growing, and they are looking to hire an experienced Associate Financial Advisor. The Associate Financial Advisor will be responsible for managing an assigned block of clients within the current book as well as growing the 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:

  • The successful candidate will be self-driven, highly organized and detailed, will have excellent people skills, and thrive working in a fast-paced, team environment.
  • The successful candidate will have the CSC and CPH, ready for licensing with CIRO, and should have completed the LLQP, or be in the process of obtaining it.
  • Certified Financial Planner (CFP) or a Personal Financial Planner (PFP) designation or in the process of it.
  • A strong understanding of the Microsoft platform is mandatory and be familiar with Salesforce.
  • The successful candidate should have at least 5 years of applicable experience in directly advising clients within the parameters listed above.
  • Salary is negotiable based on education and experience. Benefits, RRSP matching and an energetic environment are a few things the successful candidate can look forward to

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).

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