Senior Financial Advisor
3 weeks ago
About the Company - Excellent opportunity with Hillaby & Associates Private Wealth Management. Looking for a results oriented financial services professional who is interested in a long-term opportunity with a leading Private Wealth Management practice, with a 20 year history located in Calgary. Individual must be well versed in financial planning and passionate about helping clients seek positive outcomes.
About the Role - Your responsibilities will include, but not be limited to:
- Leveraging existing client base to develop HNW referral opportunities
- Following up on new business opportunities
- Finding more opportunities to serve current clients
- Gathering data from clients to prepare plan/proposals
- Lead relationship advisor, and second-chair in meetings with practice lead
- Helping Financial Consultant and team formulate recommendations for a client
- Building relationships with clients either independently or along with the Financial Consultant
- Generating new business opportunities through relationships with current clients and Centers of Influence
Responsibilities - The appropriate candidate will possess the following qualifications:
- CFP designation
- CIRO fully licensed and Insurance
- Minimum 3 years of industry experience
- Excellent written and verbal communication skills
- Strong computer skills in MS Office Suite (Outlook, Word, Excel, Power Point)
- Customer service orientation with a demonstrated ability to interact professionally with clients both on the phone and face-to-face
Required Skills - In addition, the appropriate candidate will possess the following attributes and will be able to provide examples of how he or she has demonstrated each:
- The ability to connect with, motivate and influence others
- Self-confident but highly coachable with a high level of integrity
- Demonstrated track record of helping clients achieve positive outcomes, and attracting referrals, introductions and new business
- Desire to work in a successful and dynamic practice where each team member may wear more than one hat
- Desire to learn and be mentored by others
Preferred Skills - This is a challenging role that is perfect for someone who is passionate about the financial planning process and excited at the thought of building relationships, and a book of clients, within an already established practice. This individual will have the opportunity to grow as a member of a team for many years to come and potentially take on greater responsibilities over time including leading others and managing top client relationships.
Compensation - is a combination of base and variable income, annual bonus aligned to achievement.
Please submit cover letter for why you believe you would be right for this role to greg.hillaby@igpwm.ca
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