Build Your Career with a Firm That Invests in Your Future

We’re a growing holistic wealth management firm dedicated to helping individuals, families, and business owners achieve financial confidence through personalized advice and exceptional service.

What makes our firm unique is our collaborative approach. In addition to working alongside our experienced advisory team, we work closely with another respected wealth management firm in the Central Alberta area. This partnership provides our team with access to additional knowledge, diverse perspectives, and mentorship opportunities while maintaining the personalized service and close relationships that define our practice.

As we continue to grow, we’re looking for an ambitious Associate Wealth Advisor who is eager to build a long-term career—not just find their next job.

About the Opportunity

This position is designed for someone who has a strong foundation in financial services and is ready to take the next step toward becoming a trusted wealth advisor.

You’ll work directly with experienced advisors, participate in client meetings, contribute to comprehensive financial planning, and gradually assume responsibility for managing your own client relationships. You’ll receive mentorship, coaching, and hands-on experience while developing the technical expertise and confidence needed to become a lead advisor.

As our firm grows, so will your opportunities. We are committed to creating a clear career path with increasing responsibility, leadership opportunities, and the ability to build and manage your own book of business.

What You’ll Do

Client Relationships

- Develop meaningful, long-term relationships with clients.
- Participate in client meetings and progressively lead meetings independently, working with mentors and team leaders to grow your practice within the firm.
- Conduct ongoing client reviews and proactively identify growth and planning opportunities.
- Deliver an exceptional client experience through timely communication and personalized advice.
- Work collaboratively with team members to provide holistic services.
- Build a referral network and positive relationships within the community.

Financial Planning & Wealth Management

- Assist in developing comprehensive financial, retirement, investment, insurance, tax, and estate planning strategies.




- Prepare investment recommendations and financial planning analyses.
- Monitor portfolios and assist with implementing investment strategies.
- Collaborate with senior advisors to deliver holistic advice.

Business Development

- Strengthen relationships with existing clients and their families.
- Identify opportunities for referrals and business growth.
- Participate in networking, community involvement, and educational events.
- Contribute ideas that support the firm’s continued growth.

Collaboration

- Work closely with advisors, administrative professionals, and our collaborative partner firm to deliver exceptional client outcomes.
- Share ideas and best practices across teams.
- Maintain accurate client records and regulatory documentation.
- Continue developing professionally through ongoing education and mentorship.

Who You Are

You genuinely enjoy helping people make informed financial decisions and building relationships based on trust.

You’re curious, driven, and coachable. You ask thoughtful questions, embrace feedback, and are committed to continuous improvement. You take initiative, communicate professionally, and enjoy collaborating with others.

Most importantly, you’re looking for a firm where you can establish roots, grow your career, and eventually become a trusted advisor and leader.

Qualifications

- Experience in wealth management, financial planning, banking, investment services, or a related financial services environment.
- Progress toward relevant industry licensing and education (such as IFIC, CSC, CPH, CFP®, QAFP®, or PFP®). Completion of this is considered an asset.
- Solid relationship-building and communication skills.
- Excellent organizational and analytical abilities.
- High level of professionalism, integrity, and accountability.
- Passion for helping clients achieve their financial goals.

What Will Make You Stand Out

We’re looking for someone who:





- Builds trust naturally and enjoys developing lasting client relationships.
- Is proactive, resourceful, and takes ownership of their work.
- Thrives in a collaborative team environment.
- Welcomes coaching and is committed to lifelong learning.
- Thinks like an entrepreneur and enjoys contributing to the growth of the business.
- Wants to become a future leader within the firm.

Why Join Our Team?

This is more than an Associate Advisor position—it’s a long-term career opportunity.

We are intentionally investing in the next generation of advisors and are committed to providing the mentorship, resources, and opportunities needed for you to succeed.

You’ll benefit from:

- One-on-one mentorship from experienced wealth advisors.
- Exposure to a wide variety of client situations and planning strategies.
- Collaboration with another established wealth management firm, providing additional learning opportunities and professional support.
- A progressive career path toward becoming a Lead Wealth Advisor.
- The opportunity to build and manage your own client relationships and book of business.
- Competitive salary plus performance-based incentive compensation.
- Career development support, including industry education and licensing.
- A collaborative, supportive, and growth-oriented culture where your contributions are valued.

If you’re looking for a place where your career can truly flourish, where you’ll be mentored by experienced professionals, and where you’ll have the opportunity to grow into a leadership role while making a meaningful difference in clients’ lives, we’d love to hear from you.

Please submit your résumé and a cover letter telling us about your experience, your passion for wealth management, and what excites you about joining our team.

*Please note, this position is based primarily out of our Lacombe office but includes travel to Sylvan Lake. The right candidate must have the ability/willingness to travel between locations as needed.

Pay: $65,000.00-$100,000.00 per year

Benefits:

- Dental care
- Disability insurance
- Flexible schedule
- Life insurance
- On-site parking
- Vision care

Education:

- Secondary School (required)

Experience:

- Financial services: 2 years (preferred)

Language:

- English (required)

Work Location: In person

📌 Wealth Associate Advisor (Canada)
🏢 Lenz Financial Services
📍 Canada