28 Aug
|
TechAlliance of Southwestern Ontario, London Economic Development
|
Edmonton
28 Aug
TechAlliance of Southwestern Ontario, London Economic Development
Edmonton
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.
📌 Wealth Management Advisor with Canada Life (Edmonton)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Edmonton