Senior Financial Advisor

3 weeks ago


Calgary, Alberta, Canada IG Wealth Management Full time

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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