Red Deer Ab Financial planner Jobs – 5 Openings This Week

Associate Financial Consultant Opportunity
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- Full-time
- Microsoft Powerpoint
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- Flexible schedule
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financial planner 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

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financial planner jobs in red deer ab

Associate Financial Consultant Opportunity

Investment Advisor

Financial Planner Investment and Retirement Planner

Banking Centre Leader I

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