Support life insurance and wealth planning clients in Edmonton with LLQP licensing, precise administration, and responsive service in an in office role.
This full-time Financial Advisor Assistant supports experienced Senior Wealth Advisors in south Edmonton. You will assist with insurance, investment, retirement, and comprehensive financial planning needs. The work combines client service, administrative accuracy, and opportunities to build a life insurance practice.
Key Responsibilities: Prepare insurance illustrations, quotes, and life insurance applications
Process investment transactions and coordinate account documentation
Support financial planning reports, account reviews, and client meetings
Manage onboarding, account maintenance, inquiries, and follow-ups
Maintain calendars,



CRM records, paperwork, and office operations
Requirements: Valid Alberta LLQP license or immediate eligibility
Financial services, insurance, banking, or advisory experience
Strong English communication, organization, and attention to detail
Knowledge of Canadian compliance and documentation requirements
Microsoft Office 365, transaction, and financial-planning software proficiency
Use LLQP licensing, client service, and financial administration skills to support trusted planning relationships in south Edmonton.

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📌 Licensed Life Insurance Advisor Assistant (Alberta)
🏢 Personalized Wealth Strategies
📍 Alberta