Support life insurance and wealth planning clients in Edmonton with LLQP licensing, precise administration, and responsive service in an on-site 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
• Robust 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.