29 Aug
|
TechAlliance of Southwestern Ontario, London Economic Development
|
Edmonton
29 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 skilled 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, skilled 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 solid 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