(Associate) Finance Adviser

IG Wealth Management

Associate Financial Consultant Opportunity
Krall & Williams Group has an exceptional opportunity for a qualified Associate Financial Consultant to join a tenured financial services practice in Red Deer, Alberta .
The Associate will be joining a well-established practice that specializes in solution-based planning for professionals, business owners, high-net-worth pre-retirees, and retirees. These clients require an advanced skill set to achieve growth-oriented and tax-efficient results . The Associate’s current practice will align with this target market and demographic.
The qualified individual is seeking a long-term career with future equity and ownership within Krall & Williams Group , helping to grow the practice and support senior consultants with succession planning.
The successful candidate will be well-versed in financial planning software and competent in managing and onboarding new clients.

Managing clients to develop high-net-worth introductions

Gathering client data to prepare financial plans and offer tailored solutions
Building client relationships as part of the team and independently

Life insurance license or actively working towards completion

Strong MS Office skills (Outlook, Word, Excel, PowerPoint)
Professional phone and face-to-face communication

Senior Financial Consultant
Disclaimer: This is a full-time opportunity to establish a variable-income and self-employed business in association with IG Wealth Management. Please submit your Résumé/Application only to one office.

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L'offre d'emploi a été publiée il y a 2 jours

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