Overview
We are seeking a knowledgeable and dedicated In-House Financial Advisor (LLQP Licensed) to join our team. This role offers an excellent opportunity for professionals with a strong background in financial services and a passion for helping clients achieve their financial goals. The ideal candidate will possess relevant licensing, a solid understanding of accounting principles, and the ability to provide comprehensive financial advice within our organization. As an integral part of our team, you will support clients with tailored financial solutions, manage cash flow strategies, and conduct research to stay current on industry trends and regulations.
Duties
- Provide expert financial advice to internal clients and staff regarding insurance, investments, and retirement planning.
- Assist with cash management strategies to optimize organizational and client financial health.
- Conduct thorough research on financial products, market trends, and regulatory changes to inform recommendations.
- Analyze financial data, including accounting records, to develop customized financial plans aligned with client needs.
- Support the development of financial policies and procedures to ensure compliance and efficiency.
- Maintain accurate records of client interactions, recommendations, and transactions in accordance with industry standards.
- Collaborate with other departments to identify opportunities for financial growth and risk mitigation.
- Stay updated on LLQP licensing requirements and ensure ongoing compliance with licensing standards.
Skills
- Strong knowledge of accounting principles and financial services industry practices.
- Excellent math skills for analyzing data, calculating risks, and preparing financial forecasts.
- Proficiency in cash management techniques and tools.
- Ability to conduct detailed research on financial products, market conditions, and regulatory updates.
- Exceptional communication skills to clearly explain complex financial concepts to clients and team members.
- Attention to detail with a focus on accuracy in recordkeeping and analysis.
- Professional licensing (LLQP) is required; additional certifications in accounting or finance are a plus.
- Demonstrated ability to work independently as well as part of a collaborative team environment.
This position offers a rewarding opportunity for licensed professionals committed to delivering high-quality financial guidance within a dynamic organization dedicated to client success.
Pay: $50,000.00-$90,000.00 per year
Benefits:
- Dental care
- Extended health care
Experience:
- LLQP License: 2 years (required)
Licence/Certification:
Location:
- Calgary, AB T2P 2X6 (required)
Work Location: In person
