PWM Associates

Calgary - Canada

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

The job posting is outdated and position may be filled

Job Summary

Associate Financial Planner - David Alexander & Associates Private Wealth Management

Find us at

Empowering Canadian Families with Financial Freedom

We believe financial planning is about more than numbersits about unlocking freedom confidence and possibility for the families we serve. Were seeking a passionate experienced financial planner whos currently engaged in the professionwhether as part of a team or running their own practiceand is ready to elevate their impact in a high-performing client-focused environment.

If youre someone who radiates energy inspires trust and wants to do more for fewer clients with deeper relationships this is your opportunity.

Why Join Us

Were not just another advisory practice. Were a top ranked team at IG Private Wealth Management a Power Corp company with over 99 years of legacy in Canada. Our team serves a select group of families entrepreneurs and professionals in Calgary and surrounding areasalways guided by one question:

Are the plans we make in the best interest of the Canadian families in our care

Heres what makes us different:

Client-Centric Capacity:We dont spread ourselves thin. Our systems tech and team structure ensure every client receives exceptional attention and care.
Culture of Excellence:Were organized intentional and fun. We take our work seriouslybut not ourselves.
Room to Grow:Youll have the opportunity to lead mentor and manage top-tier relationships as you evolve within our practice.

Who Were Looking For

Youre already in the game. Youve built relationships delivered plans and know what it feels like to want more time more support and more impact. Whether youre part of a larger team or running your own book youre ready to join a practice that values depth over volume and gives you the tools to thrive.

Key Responsibilities:

Develop and deliver comprehensive customized financial plans
Identify opportunities to deepen relationships with existing clients and attract new ones
Design and execute business development strategies
Gather and analyze client data to build tailored proposals
Collaborate with senior advisors to nurture long-term client relationships

Qualifications:

Securities licensed
LLQP certified (or willing to obtain)
CFP designation (or working toward it)
Minimum 5 years of experience in financial planning
Strong written verbal and interpersonal communication skills
Tech-savvy and comfortable using industry-leading planning tools

Attributes That Set You Apart:

Impeccable attention to detail
Natural ability to connect influence and inspire
High integrity and self-confidence balanced with humility and coachability
History of driving client success and generating referrals
Eagerness to learn grow and be mentored

If youre ready to do your best work in a practice that gives you the time tools and team to truly servelets talk. This isnt just a job. Its a chance to build something meaningful.

Please submit your resume and cover letter to .

Required Experience:

Associate Financial Planner - David Alexander & Associates Private Wealth ManagementFind us at Empowering Canadian Families with Financial FreedomWe believe financial planning is about more than numbersits about unlocking freedom confidence and possibility for the families we serve. Were seeking a p...