25 Aug
|
TechAlliance of Southwestern Ontario, London Economic Development
|
Alberta
25 Aug
TechAlliance of Southwestern Ontario, London Economic Development
Alberta
Join Canada Life in Edmonton as a Wealth Management Advisor, focusing on exceptional client engagement and comprehensive financial strategies. Leverage your advisory experience to elevate client satisfaction.
This role seeks a growth-oriented qualified with at least five years in the financial advisory space. You will actively engage in client meetings and manage a mature book of business, building robust relationships through high-quality service and strategic financial planning tailored to client needs.
Key Responsibilities:
• Enhance client experience through ongoing, professional communication
• Develop and maintain comprehensive financial plans
• Implement financial strategies addressing retirement and risk
• Monitor client portfolios and adapt to changing objectives
• Contribute to team growth through business development efforts
Requirements:
• Minimum 5+ years experience in financial advisory
• Active LLQP and MFDA or IIROC licensing required
• Proven ability to build strong client relationships
• Exposure to portfolio management and construction
• CFP designation preferred for specialized knowledge
Drive client satisfaction through strategic financial planning at Canada Life.
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📌 Wealth Management Advisor with Canada Life (Alberta)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Alberta