Advance your career as a Financial Advisor Associate at Canada Life in Edmonton. Embrace a hybrid work model and receive mentorship from experienced professionals in financial planning.
The Associate Advisor role offers full-time, permanent employment aimed at supporting individual financial planning activities. You will engage in customer service, learn financial planning tools, and develop compliance documentation expertise. Collaborating with a diverse team at Canada Life enhances your growth within a leading wealth management organization.
Key Responsibilities:
• Provide exceptional customer service and promptly address client inquiries
• Utilize financial planning software for creating financial plans
• Complete required compliance documentation accurately
• Investigate and understand IPC-approved products
• Collaborate with the Pinnacle Team for shared objectives
Requirements:
• Post-secondary education in business or a related field
• Minimum two ye...