Financial Advisor (Calgary)

Financial Advisor (Calgary)

29 Aug
|
Primerica
|
Calgary

29 Aug

Primerica

Calgary

LOCATION : POWELL RIVER AND SURROUNDING AREAS

Company Description Primerica is a leading provider of financial products and services across North America, headquartered in Duluth, GA. Over 2,800 corporate employees support more than 151,000 licensed independent representatives who deliver financial education and tailored solutions to clients. For nearly five decades, and as a publicly traded company on the New York Stock Exchange (NYSE: PRI), Primerica has focused on serving middle-income families. The company offers term life insurance, mutual funds, annuities, managed investments, and mortgages to help clients pursue long-term financial security.

Primerica also provides entrepreneurial-minded individuals with the chance to build their own financial services business.

Role Description This part-time hybrid Financial Advisor role is based in Powell River, BC with a combination of in-office and work-from-home flexibility.





The Financial

Advisor will meet with clients to assess their financial goals, explain financial concepts, and recommend suitable solutions across areas such as protection, savings, mortgage and retirement planning. Day-to-day responsibilities include analyzing client financial situations, preparing customized plans, presenting recommendations, and following up to implement agreed strategies. The role involves maintaining accurate records, staying current on Primerica’s products and industry trends, and adhering to regulatory and compliance standards. Advisors are expected to build and grow a client base through networking, referrals, and community engagement while collaborating with the broader Primerica team.

📌 Financial Advisor (Calgary)
🏢 Primerica
📍 Calgary

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