Deliver client service and financial planning support in Edmonton through accurate records, organized follow-up, and LLQP-licensed insurance administration.

As a Financial Advisor Assistant, you will work closely with Senior Wealth Advisors in a south Edmonton practice. The position supports insurance, investment, retirement, and comprehensive wealth planning. It suits an organized qualified who values confidentiality, sound judgment, and polished client communication.

Key Responsibilities:

- Serve as a frontline contact for client inquiries and service requests
- Coordinate onboarding, meetings, communications, and client follow-ups
- Prepare financial planning reports and materials for client meetings
- Update CRM records and monitor outstanding client paperwork




- Support educational events, campaigns, and proactive client communications

Requirements:

- LLQP licensing through the Alberta Insurance Council
- Client-facing financial services or administrative experience
- Superior client relationship and written communication skills
- Ability to prioritize, multitask, and meet time constraints
- Professionalism, integrity, confidentiality, and independent judgment

Bring organized client support, relationship management, and insurance knowledge to a collaborative financial planning practice in Edmonton.

📌 Financial Planning Client Service Assistant (Edmonton)
🏢 Personalized Wealth Strategies
📍 Edmonton