Wealth Management Financial Advisor Role Wetaskiwin

Become a trusted Wealth Management Financial Advisor specializing in client financial planning. This full time position, requiring hands-on engagement, is perfect for proactive financial professionals. With 3 to 5 years of financial advisory experience, your focus will be on conducting thorough assessments of clients’ financial situations. You'll develop personalized financial strategies covering investment planning, estate management, and insurance guidance. The role involves administering various trusts and ensuring client satisfaction with their financial journeys. Key Responsibilities: • Assess and identify clients’ financial objectives • Create customized financial plans addressing individual needs • Recommend solutions for cash management and investments • Handle the sale of financial products and services • Oversee trust account investments and disburse funds Requirements: • 3 to 5 years of experience in financial advising • Canadian Securities Course (CSC) completion required • Familiarity with life insurance and mutual funds • Proficient in MS Office Suite • Must pass a criminal record check Empower clients through expert advice and strategic financial planning in this energetic role. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2oedcl