Associate Client Relationship Manager
1 week ago
Overview:
We are seeking a motivated Associate Client Relationship Manager to join our team. This role involves delivering comprehensive financial planning and supporting senior advisors in managing high-value client relationships. Candidates must have a strong foundation in financial planning and a clear ambition to advance into a senior role. Our approach emphasizes holistic planning over investment-only strategies.
Responsibilities:
· Conduct detailed client discovery and develop tailored financial plans using planning software.
· Help clients define wealth objectives and communicate effective strategies to achieve them.
· Manage ongoing client relationships to ensure successful implementation of financial plans.
· Support onboarding and servicing of new clients.
· Provide guidance on investment, insurance, and financial decisions.
· Stay current on industry trends, regulations, and best practices.
· Collaborate with senior advisors on high-value accounts through research, plan updates, report drafting, presentations, and meeting preparation.
Requirements:
· Undergraduate degree in Accounting, Economics, Finance, or related field.
· CFP or QAFP designation (required).
· Minimum 2 years of financial planning experience.
· Strong client service and relationship management skills.
· Knowledge of investment markets, tax and estate planning, insurance, and financial tools.
· Proficiency with financial planning software (e.g., Conquest, NaviPlan).
· Detail-oriented, high integrity, and empathetic.
· Desire to progress into a senior advisory role.
Employment Details:
· Job Type: Full-time, Permanent
· Compensation: Base salary plus bonus
· Benefits: Health, dental, vision, life insurance, disability coverage, RRSP match, paid time off, employee assistance program, company events, on-site parking
· Schedule: Monday to Friday
· Work Location: In-office, with occasional travel within Edmonton
· Language: French not required
Job Types: Full-time, Permanent
Pay: $80,000.00-$110,000.00 per year
Benefits:
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care
Experience:
- financial planning: 2 years (required)
Licence/Certification:
- CFP or QAFP designation (required)
Work Location: In person
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