Hybrid Insurance & Wealth Advisor | Calgary (Alberta)

Hybrid Insurance & Wealth Advisor | Calgary (Alberta)

24 Oct
|
Qopia Financial
|
Alberta

24 Oct

Qopia Financial

Alberta

Qopia Financial in Calgary, AB seeks an Insurance Financial Advisor for a full time, hybrid role focusing on investments and financial planning. You will meet with clients, tailor recommendations, and explain insurance products and mandates, integrating insurance strategies into comprehensive plans.
Responsibilities include maintaining client records, staying updated on regulations, and supporting business development through networking and client outreach while servicing existing accounts.

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📌 Hybrid Insurance & Wealth Advisor | Calgary (Alberta)
🏢 Qopia Financial
📍 Alberta

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