Associate Wealth Advisor

Job Responsibility:

The WealthCo Group of Companies (“WealthCo”) is currently looking for an enthusiastic and engaged full time Associate Wealth Advisor to join our growing team and become an exceptional addition to our head office in Calgary, Alberta. This position offers the advantages of growing and learning alongside accomplished business leaders in the Wealth Management industry. The opportunity to work in the CPA community, with an experienced team of specialists, as well as an opportunity to utilize innovative technology and receive mentorship and ongoing education are a few of the benefits of this role.

An entrepreneurial and innovative spirit are highly valued at WealthCo and align to our core values. Team members are encouraged to work within their unique ability. By doing what we are passionate about on a daily basis, we become more productive, engaged, and successful.

As a registered Associate Wealth Advisor, you will represent WealthCo Asset Management, a discretionary investment management firm known for its innovative pension-style investment solutions. Your focus will be on team culture and growth, you will collaborate closely with peers and external professionals through our membership in the Integrated Advisory Professionals Network; delivering exceptional client experiences and fostering long-term relationships.

You will support the company's goals through these key accountabilities:

• Client Relationship Building: Develop and maintain strong client and partner relationships, ensuring an exceptional client experience for both existing and prospective clients.
• Investment Advisory: Guide clients through investment suitability assessments, asset allocation, and portfolio construction discussions.
• Holistic Wealth Planning: Engage clients in comprehensive wealth planning discussions, working collaboratively with Planning and Risk teams to ensure thorough and updated Wealth Plans.
• Client Documentation: Maintain detailed notes and documentation for all client-related activities, ensuring operational excellence and accuracy.
• Client Engagement: Conduct regular client strategy sessions, deliver presentations to prospective clients, and ensure timely and positive client outreach throughout the year.
• Compliance and Regulatory Adherence: Uphold all compliance and regulatory requirements, ensuring the highest standards of integrity and accountability.
• Teamwork: Work closely with members of the team and Integrated Advisory Professionals Network to ensure a high level of client care & experience. Proactively coordinate with the administrative teams to identify & prepare required paperwork, etc.

Successful candidates will require:

• University 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.
• Availability for occasional travel to partner firms.
• Proactive - you take the initiative to ask, learn, and make things happen.
• Ability to handle multiple project and requests, prioritize, and respond quickly and efficiently.
• Strong client service skills.
• Excellent written and verbal communication skills.
• Ability to handle confidential information in a professional manner.
• Intermediate level of proficiency with the Microsoft Office suite.

WealthCo's mission is to change the financial services industry. By leveraging the unique relationship between an accountant and their client, we are able to help better serve them through our Integrated Advisory model.

WealthCo serves our clients through Wealth Planning, Risk Management, Asset Management, Group Benefits, and Integrated Advisory across Western Canada.

WealthCo offers competitive salaries based on education and experience, ongoing education and professional development, opportunities for advancement and excellent benefits which include Profit Sharing and RRSP matching.

While we thank everyone for their interest, we are only able to contact applicants selected for an interview. You are encouraged to watch for future opportunities by checking

Job Type: Full-time

Pay: $65,000.00-$80,000.00 per year

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• RRSP match
• Tuition reimbursement

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Calgary, AB T2C 3E7: reliably commute or plan to relocate before starting work (preferred)

Education:

• Bachelor's Degree (preferred)

Experience:

• sales experience in the wealth management industry: 2 years (preferred)

Licence/Certification:

• CIM or CFA Level 1 (required)

Work Location: In person

Application deadline: 2024-08-05Expected start date: 2024-08-19