Experienced Financial Advisor Needed Wetaskiwin

Join the financial service sector as an Experienced Financial Advisor, focusing on clients wealth management needs. This full time, in office role emphasizes personalized financial strategies and investment guidance. Ideal candidates will have 3 to 5 years of experience in financial planning. Your mission will include identifying clients’ financial goals, developing tailored plans, and advising on investments. You will also actively manage trust accounts while ensuring efficient sale of financial products. Key Responsibilities: • Identify clients’ financial goals effectively • Design customized financial plans for diverse needs • Recommend strategies for insurance and retirement planning • Coordinate the sale of financial products • Manage trust accounts and disbursement of funds Requirements: • 3 to 5 years in financial advising • Success in the Canadian Securities Course (CSC) • Experience with MS Office and life insurance products • Ability to explicit a criminal record check • Strong organizational skills for client management Utilize your financial expertise to support clients investment goals and enhance their financial well-being. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2p3co0