22 Aug
|
TechAlliance of Southwestern Ontario, London Economic Development
|
Winnipeg
22 Aug
TechAlliance of Southwestern Ontario, London Economic Development
Winnipeg
Elevate your advisory career with Canada Life as a Senior Financial Advisor in Edmonton, AB. Leverage your expertise in financial planning for impactful client relationships and business growth.
As an established qualified with over five years in wealth management, you'll manage a mature book of business while enhancing client engagement and financial strategies. Your focus on disciplined planning and proactive communication will ensure clients receive a high-touch service experience, aligning with team standards and expectations.
Key Responsibilities:
• Participate actively in client meetings and discussions • Build trusted client relationships with effective communication • Develop comprehensive financial plans using advanced tools • Monitor client progress and adapt strategies accordingly • Identify opportunities for client relationship deepening
Requirements: • 5+ years in financial advisory or wealth management • Active LLQP and MFDA or IIROC licensing • Strong judgment and relationship-building skills • Exposure to investment strategies in portfolio management • CFP designation preferred for advanced expertise
Become a key player in client financial planning and contribute to Canada Life’s mission. #J-18808-Ljbffr
📌 Senior Financial Advisor at Canada Life (Winnipeg)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Winnipeg