Associate Wealth Advisor

Job title: Associate Wealth Advisor

Company: Recruitment Partners

Job description: Associate Wealth Advisor
Our Calgary based client is seeking an experienced Associate Wealth Advisor to join their team. This role involves collaborating closely with peers and external professionals through the Integrated Advisory Professionals Network; delivering exceptional client experiences and fostering long-term relationships.Your success will be defined by your ability to:

• Develop and maintain strong client and partner relationships
• Guide clients through investment suitability assessments, asset allocation, and portfolio construction discussions.
• Engage clients in comprehensive wealth planning discussions, working collaboratively with Planning and Risk teams to ensure thorough and updated Wealth Plans.
• Maintain detailed notes and documentation for all client- related activities, ensuring operational excellence and accuracy.
• Conduct regular client strategy sessions, deliver presentations to prospective clients, and ensure timely and positive client outreach throughout the year.
• Uphold all compliance and regulatory requirements, ensuring the highest standards of integrity and accountability.
• Work closely with members of the team and Integrated Advisory Professionals Network to ensure a high level of client care & experience.

Your strengths include:

• Degree in Business, Economics, Accounting, Finance, or related experience.
• CIM designation or CFA Level 1
• Must be able to register as an AAR (Associate Advising Representative) with the AB Securities Commissions.
• QAFP or CFP considered an asset.
• 2+ years of proven sales experience within the wealth management industry.
• Excellent interpersonal skills, emotional intelligence, and a high level of integrity.
• Strong communicator with effortless presentation abilities and a natural aptitude for relationship building, collaboration, and networking.
• Availability for travel to partner firms.

If you are interested in this role and meet the above criteria, please click the “Apply” button to send your resume directly to Alvin Tam.Recruitment Partners Inc. is an Alberta-based, Alberta-focused recruitment firm. We are dedicated to building long-term relationships while securing top talent for Alberta’s best employers. At the heart of our efforts is a collaborative, consultative approach. We are proud of our team of consultants, who come with practical business experience, a strong network of professional contacts, and are focused on what is best for both clients and candidates. We will facilitate the best fit between client and candidate. This means reduced turnover, enhanced employee engagement, increased productivity, customer satisfaction, and more.Executive Search – Accounting & Finance – Sales & Operations – Engineering – Supply Chain – Human Resources – Office Support – TechnologyContact us today – Your Search Partner – www.recruitmentpartners.ca

Expected salary:

Location: Calgary, AB

Job date: Wed, 18 Jun 2025 01:01:51 GMT

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