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 skilled 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 opportunity 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