26 Aug
|
TechAlliance of Southwestern Ontario, London Economic Development
|
Winnipeg
26 Aug
TechAlliance of Southwestern Ontario, London Economic Development
Winnipeg
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 professional 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 robust client relationships • Exposure to portfolio management and construction • CFP designation preferred for specialized knowledge
Drive client satisfaction through strategic financial planning at Canada Life. #J-18808-Ljbffr
📌 Wealth Management Advisor with Canada Life (Winnipeg)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Winnipeg