DGA Careers is seeking a Financial Advisor in Canada to grow a wealth management practice through proactive client engagement, prospecting, and portfolio management. The role emphasizes life, group, and wealth products, with robust focus on client relationships and compliance. The successful candidate will engage in client reviews, needs analyses, and front-line risk assessments, while developing annual marketing plans and supporting multi-product client relationships.
#J-18808-Ljbffr
📌 Wealth & Life Advisor — Grow Portfolios & Clients (Sherwood Park)
🏢 DGA Careers
📍 Sherwood Park
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.