Sr Financial Advisor, Private Wealth, Insurance West Coast

2 months ago


Calgary, Canada niche recruitment Full time
  • Provide insurance focused financial planning for emerging affluent and high net worth families, to help them build, protect and multiply their wealth.
    • Develop strong relationships with clients understanding their goals and challenges managing the client relationship from a-z.
  • Develop and present comprehensive financial plans to help individuals/families reach their goals
  • Follow up on warm leads to develop new clients
  • Provide exceptional customer service
  • Utilize industry leading technology to manage your client relationship and present customized strategies

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