Financial Advisor Assistant (LLQP Life Insurance licensed)

- Edmonton, AB | On-site | Full-time
- Compensation: Hybrid income opportunity with part-time base wage of $25-35 per hour plus commission sharing on eligible & approved life insurance business written for existing and new clients.
- 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 insurance, investment, 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 an entrepreneurial individual who is a highly organized, detail-oriented professional with LLQP licensing and experience in financial services with a true client 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 an in-office hybrid income advisory and administrative support role designed for a self-motivated individual who wants the opportunity to build a life insurance practice while benefiting from the stability of a guaranteed base. The selected candidate should enjoy client service, accurate administrative work, and being a trusted and long term part of a small team with chance for professional growth.





The base hourly wage compensates for approximately 4-5 hours per day of administrative support to the Senior Wealth Advisor while shared life insurance compensation earnings are uncapped and based on business production for existing and new clients.

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, preparation for client meetings and maintain accurate client records within internal systems.
- Client service: Serve as a front-line contact for client inquiries, assist with client onboarding, account maintenance, and administrative service requests, 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 proactive client communications, marketing initiatives, educational events, and campaigns that strengthen client relationships.
- Valid Alberta Life and Accident & Sickness insurance licenses (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 verbal and written communication skills in English
- A genuine commitment to client service, 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 365 and transaction software and financial-planning software
- Superior client relationship management skills
- Demonstrate a professional and friendly manner
- Relevant experience in the financial sector and/or administrative experience
- Experience with Client Relationship Management (CRM) systems such as Maximizer
- Strong organizational skills
- Meticulous attention to detail
- Ability to prioritize, multitask, work within time constraints and follow-up
- Ability to quickly learn new technologies and programs
- this is an in-office role and not a work at home opportunity

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

What we offer

- Part-time bas

📌 Financial Advisor Assistant (Canada)
🏢 Personalized Wealth Strategies
📍 Canada