Wealth & Life Advisor — Grow Portfolios & Clients (Sherwood Park)

Wealth & Life Advisor — Grow Portfolios & Clients (Sherwood Park)

21 Oct
|
Confidential
|
Sherwood Park

21 Oct

Confidential

Sherwood Park

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)
🏢 Confidential
📍 Sherwood Park

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