Use financial analysis and planning skills as an onsite Financial Advisor serving clients at the physical location. English communication is required for this position.
This Financial Advisor role requires a bachelor’s degree and one to less than two years of experience. You will assess financial records, clarify client objectives, and develop plans. Recommendations cover cash management, insurance coverage, investment planning, retirement planning, and estate planning.
Key Responsibilities: Identify clients’ financial goals and objectives
Analyze clients’ financial records
Develop financial plans for clients
Recommend cash management and insurance coverage strategies
Arrange sales of financial products and investments
Requirements: Bachelor’s degree
One to less than two years of experience
English language proficiency
Availability to work at the physical location
Apply financial planning, investment, and client analysis skills while advising clients onsite about their financial objectives.

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📌 Onsite Financial Planning Advisor (Alberta)
🏢 Team Evolve
📍 Alberta