27 Oct
|
Personalized Wealth Strategies
|
Edmonton
27 Oct
Personalized Wealth Strategies
Edmonton
Support life insurance and wealth planning clients in Edmonton with LLQP licensing, accurate 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
📌 Licensed Life Insurance Advisor Assistant (Edmonton)
🏢 Personalized Wealth Strategies
📍 Edmonton