Red Deer, Ab Financial advisor Jobs – 9 Openings This Week

Associate Financial Consultant Opportunity
Krall & Williams Group —Red Deer, AB
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Flexible schedule
Quick apply
Banking Advisor
National Bank of Canada —Red Deer, AB
- Full-time
- Customer service
- English
- Wellness program
- Employee assistance program
Personal Banker Trainee
TD Bank —Lacombe, AB
- $50,600–$71,400 a year
- Full-time
- Microsoft Office
- High school diploma or GED
- Bachelor's
- Paid time off
3d
Investment Advisor
Royal Bank of Canada —Red Deer, AB
- Full-time
- Sales
- Business
- Marketing
Financial Advisor Remote 50K-100K+
Serenia Life Financial —Red Deer, AB
- $50,000–$100,000 a year
- In-person
Quick apply
7d
Financial Planner Investment and Retirement Planner
Royal Bank of Canada —Red Deer, AB
- Full-time
- Business development
- Computer networking
- Flexible schedule
9d
Financial Advisor - Gaetz Ave & 45th St., Red Deer, AB
Scotiabank —Red Deer, AB
- Sales
4d
Financial Advisor - Gaetz Ave & 67th St., Red Deer, AB
Scotiabank —Red Deer, AB
- Sales
4d

More jobs to discover

Find similar jobs that you might be interested in.

Universal Financial Associate - Lacombe
Servus Credit Union —Lacombe, AB
With accuracy, processing member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of…
Quick apply
14d
Retail Sales Associate - Senior Meal Advisor - Red Deer (Gaetz Ave.)
M&M Food Market —Red Deer, AB
Implement appropriately the marketing program policies and procedures to all customers. Whether it’s their first-time shopping with us or they need suggestions…
Quick apply

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Tangerine Advisor
Tangerine Bank —Toronto, ON
Participate in ongoing professional development; keep up-to-date on financial services/market trends and new Bank initiatives in order to effectively perform in…
Wealth Consultant
Open Concept Financial Group —Markham, ON
Legal authorization to work in Canada (Canadian Citizen, Permanent Resident, or valid Work Visa — study visas are not eligible).
$5,000–$18,000 a month
Quick apply
4d

Show more jobs in cities nearby

I want to receive the latest job alerts for financial advisor in red deer, ab

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor jobs near red deer, ab

Associate Financial Consultant Opportunity

Krall & Williams Group
Red Deer, AB

Quick apply

Job details

Permanent | Full-time

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Office
Finance
CFP
MFDA
Communication skills

Full job description

Associate Financial Consultant Opportunity
Krall & Williams Group – Red Deer, Alberta

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.

Responsibilities include:

· Managing clients to develop high-net-worth introductions

· Servicing clients and managing their expectations

· Gathering client data to prepare financial plans and offer tailored solutions

· Assisting the team in reviewing client information and formulating recommendations

· Building client relationships as part of the team and independently

Qualifications:

· CFP designation or equivalent, or actively working towards completion

· MFDA, AMF, or IIROC (RR) license

· Life insurance license or actively working towards completion

· Minimum 5+ years of industry experience, managing an existing client base

· Excellent written and verbal communication skills

· Strong MS Office skills (Outlook, Word, Excel, PowerPoint)

· Professional phone and face-to-face communication

Additional attributes:

· 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 Krall, B of Mgt, EPC®, QAFP

Executive Consultant

IG Wealth Management Inc.
Mutual Fund Division

Lionel Williams, CFP®, CLU, MFA-P

Senior Financial Consultant

IG Wealth Management Inc.
Mutual Fund Division

For more information or to apply, please contact Trevor Krall at [email protected] and “cc” Megan Callihoo at [email protected].

Disclaimer: This is a full-time opportunity to establish a variable-income and self-employed business in association with IG Wealth Management. Submissions are subject to an initial and ongoing review process. IG Wealth Management offices are located in all provinces and territories in Canada. Please submit your Résumé/Application only to one office.

Benefits:

Flexible schedule
On-site parking

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in red deer, ab

Associate Financial Consultant Opportunity

Banking Advisor

Personal Banker Trainee

Investment Advisor

Financial Advisor Remote 50K-100K+

Financial Planner Investment and Retirement Planner

Financial Advisor - Gaetz Ave & 45th St., Red Deer, AB

Financial Advisor - Gaetz Ave & 67th St., Red Deer, AB

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alerts for financial advisor in red deer, ab

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected