Associate Financial Consultant Opportunity
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Associate Financial Consultant Opportunity
Krall& WilliamsGroup Red Deer Alberta
Krall& WilliamsGroup has anexceptionalopportunity for a qualifiedAssociate Financial Consultantto join a tenured financial services practiceinRed Deer Alberta.
The Associate will be joining awell-establishedpractice that specializesinsolution-basedplanningfor professionals business ownershigh-net-worth pre-retireesand retirees. These clientsrequirean advancedskillset to achievegrowth-oriented and tax-efficientresults. The Associates current practicewillalign with this target market and demographic.
Thequalified individual is seeking along-termcareerwith future equity and ownership within Krall&WilliamsGroup helping togrow the practice and support senior consultants with succession planning.
The successful candidate will bewell-versedin financial planning software and competent in managing and onboarding new clients.
Responsibilities include:
- Managingclientsto develop high-net-worth introductions
- Servicingclients andmanagingtheirexpectations
- Gathering client data to prepare financial plans and offertailoredsolutions
- Assistingthe team in reviewing client information and formulating recommendations
- Building client relationships as part of the team and independently
Qualifications:
- CFP designation or equivalent oractively working towardscompletion
- MFDA AMF or IIROC (RR) license
- Life insurance license or actively working towardscompletion
- Minimum5years of industry experience managinganexistingclient base
- Excellent written and verbal communication skills
- Strong MS Office skills (Outlook Word Excel PowerPoint)
- Professional phone andface-to-facecommunication
Additionalattributes:
- Strong ability to connect with and manage client relationships
- Self-confident coachable and high integrity
- Proven record of positive client outcomes introductions and new business
- Desire to learn be mentored and mentor others
Making the most of your wealth and your life
Personalized wealth strategies that turn success into lasting freedom.
Trevor KrallB of Mgt EPC QAFP
Executive Consultant
IG Wealth Management Inc.
Mutual Fund Division
Lionel WilliamsCFP CLU MFA-P
Senior Financial Consultant
IG Wealth Management Inc.
Mutual Fund Division
For more information or toapply please contact Trevor Krall atandccMeganCallihooat.
Disclaimer:This is a full-time opportunity toestablisha variable-income and self-employed business in association with IG Wealth Management. Submissions are subject toan initialand ongoing review process. IG Wealth Management officesare located inall provinces and territories in Canada. Pleasesubmityour Résumé/Application only to one office.
Required Experience:
IC
Key Skills
About Company
Améliorez votre avenir avec l'aide d'un conseiller financier d'IG Gestion de patrimoine. Nos experts en gestion du patrimoine offrent des services de planification financière aux Canadiens depuis 1926.
