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 skilled 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. #J-18808-Ljbffr

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