Build wealth management expertise in Edmonton by combining administrative support, client records, and life insurance business development on-site.
This Financial Advisor Assistant provides approximately four to five hours of daily administrative support to a Senior Wealth Advisor. Responsibilities span insurance and investment administration, practice operations, and client engagement. The role also supports building a life insurance practice for existing and current clients.
Key Responsibilities: Maintain accurate records under licensing and dealer compliance requirements
Complete life insurance applications and investment transaction documentation
Maintain calendars, account records, and internal systems
Ensure outstanding paperwork receives timely monitoring and follow-up




Assist marketing initiatives, events, and relationship-building campaigns
Requirements: Alberta Life and Accident & Sickness LLQP license
Experience in wealth management, banking, insurance, or finance
Working knowledge of financial-services compliance and documentation
Experience with CRM systems such as Maximizer
Ability to learn technologies and programs quickly
Apply financial administration, compliance awareness, and life insurance capability while supporting wealth advisors and client relationships in Edmonton.

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📌 Wealth Management Administrative Advisor (Alberta)
🏢 Personalized Wealth Strategies
📍 Alberta