Associate Advisor

Our client is looking for an Associate Advisor to take ownership of an established portfolio of mid-market clients. This is an outstanding opportunity for an advisor who enjoys building meaningful client relationships, delivering comprehensive financial advice, and helping clients achieve their long-term goals; without the pressure of cold calling or building a book from scratch.

If you're passionate about financial planning, providing exceptional client service, and becoming a trusted advisor, we'd love to hear from you.

What You'll Be Doing

Build Trusted Client Relationships

- Become the primary point of contact for an established client base.
- Develop lasting relationships through proactive communication and exceptional service.
- Anticipate client needs and deliver an outstanding client experience at every interaction.
- Ensure clients feel supported, valued, and confident in their financial future.

Deliver Comprehensive Financial Advice
- Take a planning-first approach to every client relationship.
- Develop and maintain holistic financial plans tailored to each client's evolving needs.
- Provide thoughtful advice across investments, insurance, retirement planning, and wealth management.
- Help clients make informed financial decisions with confidence.

Manage Client Portfolios
- Monitor and manage investment portfolios aligned with client objectives and risk tolerance.
- Recommend portfolio adjustments based on changing market conditions and life events.
- Educate clients on investment strategies and long-term planning.

Grow Existing Relationships
- Continue strengthening relationships within your inherited client portfolio.
- Lead meetings with referred clients and deliver a seamless onboarding experience.




- Help convert referrals into long-term client relationships through exceptional advice and service.
- Focus on growing relationships - not prospecting.

Deliver an Exceptional Client Experience
- Coordinate a professional and organized onboarding process for new clients.
- Ensure timely follow-up and execution on all client requests.
- Work independently while collaborating closely with a supportive advisory team.

What We're Looking For

Qualifications

- 3+ years of experience in the financial services industry.
- CFP designation (or actively working toward completion).
- CIM or similar industry designation is considered an asset.
- Experience managing and servicing an existing client book.
- Experience working directly with mid-market clients.
- Previous experience within an independent wealth management or advisory firm.
- Strong client-facing communication and relationship management skills.

The Right Fit

You're someone who

- Enjoys building long-term relationships with clients.
- Leads with financial planning and client-first advice.
- Takes ownership and works well independently.
- Thrives in a collaborative, team-focused environment.
- Is committed to delivering an exceptional client experience.

Why You'll Love This Opportunity ✔ Established client portfolio—no need to build a book from scratch

✔ No prospecting or cold calling required

✔ Competitive base salary plus performance bonus paid every four months

✔ 100% employer-paid benefits

✔ RRSP matching program

✔ Opportunity to own and grow a meaningful client segment

✔ Join a respected independent wealth management firm focused on long-term client relationships

Ready to Take the Next Step?

If you're looking for an chance where you can focus on what you do best- building relationships, delivering exceptional financial advice, and helping clients succeed; we'd love to hear from you.

📌 Associate Financial Advisor (Edmonton)
🏢 The Vantage Talent Group
📍 Edmonton