At Aspire Investments & Insurance Ltd., we strive to create a community of trust between our staff and clients. We are currently seeking a dedicated, career-oriented individual to join our wealth-planning firm based in Edmonton as an Associate Financial Advisor. We are pleased to provide a versatile and supportive working environment that encourages teamwork to achieve our shared objectives. Please note that this is a full-time, in-person position.
General Tasks and Duties
- Provide financial advice and guidance to clients based on their individual financial goals and objectives
- Develop personalized financial plans and strategies to help clients achieve their financial goals and assist clients in making informed decisions regarding investments, insurance, retirement planning, and estate planning.
- Monitor and review clients' financial plans on an ongoing basis to ensure they remain aligned with their goals and objectives
Our ideal candidate:
- Has the ability to build trust and maintain strong relationships with clients based on professionalism, integrity, and confidentiality
- Is a reliable, detail-oriented person with a high level of accuracy in preparing financial reports and client documents
- Demonstrates a strong knowledge of financial services and products, including investment options, insurance policies, and retirement plans
- Has confidence is their ability to explain complex financial concepts to clients in a clear and understandable manner
Job Types: Full-time, Permanent Pay: From $60,000.00 per year
Experience
- Financial Services: 5 years (preferred)
Licence/Certification:
- Life & Accident and Sickness License - LLQP (required)