Financial Advisor Assistant (LLQP Life Insurance licensed)

- Edmonton, AB | On-site | Full-time
- Compensation: Part-time base salary of $20–$35 per hour plus commission sharing on eligible & approved life insurance business written.
- Total earnings will vary based on experience, licensing, business generated and hours worked.

Join a close-knit, full-service financial planning practice in south Edmonton supporting clients with investment, insurance, retirement, and comprehensive financial planning needs. You'll play a key role in delivering exceptional client service and supporting comprehensive wealth and insurance planning.

We are seeking a highly organized, detail-oriented professional with LLQP licensing and experience in financial services who has a true service mindset. This role offers the opportunity to work closely with experienced Senior Wealth Advisors in a collaborative team environment while expanding your knowledge of wealth management, insurance, and financial planning.

This is a hands-on role for someone who enjoys client service, accurate administrative work, and being a trusted and long term part of a small team with opportunity for professional growth.

Your key responsibilities will include:

- Insurance and investment administration: Provide insurance illustrations and quotes, prepare and complete life insurance applications, process investment transactions, coordinate account documentation, and efficiently maintain accurate client records in accordance with applicable licensing and dealer compliance requirements.
- Financial planning support: Assist with insurance illustrations, financial planning reports, account reviews and preparation for client meetings.
- Client service: Serve as a front-line contact for client inquiries, meeting coordination, manage regular communication with clients and follow-ups, all while helping to deliver a professional, responsive client experience.
- Practice operations: Maintain calendars, update CRM records, monitor outstanding paperwork,



and help ensure daily office operations run smoothly.
- Client engagement: Assist with client communications, marketing initiatives, educational events, and campaigns that strengthen client relationships.

Essential qualifications

- Valid Alberta Life and Accident & Sickness insurance licences (LLQP) through the Alberta Insurance Council (or ability and eligibility to obtain immediately)
- Prior experience in financial advisory, wealth management, banking, insurance, or a comparable client-facing financial-services support role
- Excellent written and verbal communication skills
- A genuine commitment to client service, excellent communication skills, strong organization skills and attention-to-detail while managing competing priorities
- Ability to work independently, use sound judgment and maintain a high standard of professionalism, integrity and confidentiality
- Working knowledge of Canadian financial-services compliance and documentation requirements with respect for regulatory and compliance requirements
- Proficiency with Microsoft Office and comfort learning CRM, transaction software and financial-planning software
- Ability to work in office in south Edmonton

Additional qualifications will be strong assets

- CIRO mutual-fund licensing (or near term eligibility) for registration will increase compensation and growth potential
- Experience with Univeris, Capintel, Maximizer, Razor Plan or DocuSign software programs
- Education credentials in business, finance, economics, or a related field

Interested?

- If you have relevant financial services experience, hold your LLQP licence, and enjoy combining excellent client service with accurate, dependable administrative support, we would welcome your application.
- We look forward to meeting someone who wants to contribute to a collaborative practice and grow with our team.

Start Date: Hiring date for this position is November 15, 2026 but the position will remain open until a suitable and qualified candidate is found and in-person training can begin.

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📌 Financial Advisor Assistant (LLQP Life Insurance licensed) (Edmonton)
🏢 Personalized Wealth Strategies
📍 Edmonton