Wealth Management Advisor
1 week ago
We are Qopia Financial, a fast-growing, people-first financial planning firm with new-school energy and old-school values. We're a team of driven, advisors who are redefining what it means to work in finance. If you're a relationship-focused, highly motivated financial professional who wants to build something for yourself while making a real impact on your clients' lives, we'd love to meet you.
Who We're Looking For:
We need a rockstar financial advisor who is passionate about helping people, thrives on building long-term relationships, and has the drive to grow their own book of business. You'll be stepping into an established block of clients who have worked with the same advisor for years, so who you are and what you stand for truly matters.
What You Bring to the Table:
- 3+ years of experience in financial planning and investment sales.
- Mutual funds certification and current accreditation in good standing for MFDA licensing requirements.
- A natural relationship-builder with strong interpersonal skills.
- A goal-oriented, strategic thinker who is self-motivated and works well independently.
- Extensive knowledge of financial planning tools, including insurance and investing.
- Willingness to travel between Lethbridge and Medicine Hat — the majority of our clients are based in these communities, so in-person meetings will be essential.
What You Can Expect:
At Qopia Financial, we take our responsibility as trusted advisors seriously. Our job is to help clients navigate their financial journey, build wealth, and create a long-term impact. We provide the support, resources, and mentorship to help you grow while giving you the space to build your own success.
Compensation:
Your earning potential is directly tied to your performance. Compensation will be on par with industry standards with additional earnings based on your ability to serve and maintain client relationships.
If this sounds like the perfect fit, send us your resume and let's start the conversation.
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