Financial Advisor at LP Financial (Saskatchewan)

Financial Advisor at LP Financial (Saskatchewan)

02 Aug
|
TechAlliance of Southwestern Ontario, London Economic Development
|
Saskatchewan

02 Aug

TechAlliance of Southwestern Ontario, London Economic Development

Saskatchewan

Elevate your career as a Financial Advisor with LP Financial Planning Services in Prince Albert, SK. Deliver personalized service to high-net-worth clients while guiding an Associate Advisor.

In this fully office-based role, you will manage a diverse book of in-house clients and contribute to strategic growth initiatives. You’ll develop solid client relationships, understand their unique financial goals, and execute comprehensive financial planning services. Your leadership will guide the administrative team to ensure excellent client service while expanding LP’s assets under management.

Key Responsibilities:
• Develop strong relationships with high-net-worth clients
• Provide comprehensive financial projections and plans
• Deliver outstanding service for client retention




• Lead and coach the office administrative team
• Utilize technology for productive client management

Requirements:
• University degree and accredited financial planning designation
• Minimum 5 years in financial services industry
• Licensed in mutual funds and life insurance
• Strong financial planning knowledge
• Excellent communication and interpersonal skills

Bring your expertise in financial planning and client relationship management to LP Financial and make a meaningful impact in Prince Albert.
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📌 Financial Advisor at LP Financial (Saskatchewan)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Saskatchewan

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