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 workplace 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 robust 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)