Financial Advisor

In by Saamis Lethbridge

Venn Wealth Partners
Published
May 14, 2024
Location
Lethbridge, Canada
Category
Other  
Job Type
Salary/Pay
$40,000.00-$70,000.00 per year
City
  • Lethbridge

Description

Lethbridge, AB
$40,000–$70,000 a year - Full-time
Lethbridge, AB
$40,000–$70,000 a year
Apply now

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Certifications

  • LLQP
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Job details

Here’s how the job details align with your profile.

Pay

  • $40,000–$70,000 a year

Job type

  • Full-time

Shift and schedule

  • 8 hour shift
  • Monday to Friday
 

Location

Lethbridge, AB
 

Benefits

Pulled from the full job description
  • Dental care
  • Extended health care
  • Life insurance
  • RRSP match
  • Vision care
 

Full job description

At Venn Wealth Partners, we know that our greatest asset is our people; they are and will always be the driving force behind our success. We are looking for a dynamic individual to help us continue to provide the best client experience possible. We pride ourselves in being a fun, honest, and intelligent team. The ideal candidate will assist in growing and managing our practice by providing effective client service and contributing to business development activities. They will be ambitious, professional, independent, detail-oriented, entrepreneurial and must contribute to the business like an owner.

Responsibilities:

  • Use in-depth knowledge of products and services to identify new opportunities within the existing client base
  • Find and develop new client relationships, both business and individual
  • Ensuring investment recommendations are suitable and align with the client’s financial goals, financial plans, objectives, and risk tolerance
  • Maintaining a good understanding of client profiles and corresponding strategies
  • Prepare, analyze, and present reports and recommendations
  • Developing financial plans
  • Proactively recommend team and business process improvements
  • Responding to client requests, inquiries, and concerns promptly and efficiently
  • Adhering to regulatory policies by staying up to date with all industry rulings and policies
  • Ensuring all client interactions are accurately documented

Contribute to the team by:

  • Supporting practices to ensure administrative processes are streamlined
  • Building effective working relationships across the team
  • Facilitating a culture of open and honest communication
  • Actively participating and contributing to team meetings
  • Encouraging the generation of new ideas and approaches
  • Sharing knowledge and experience to enhance the development of all team members
  • Exhibiting a commitment to grow into a highly trained advisor

Skills:

  • Relevant industry experience preferred
  • Post-secondary education in business, accounting, or finance preferred
  • Understanding of industry and firm compliance regulations

Training and accreditations:

  • Preference given to those Life Insurance and Accident and Sickness Insurance licensed

Job Type: Full-time

Salary: Negotiable

Schedule:

  • 8 hour shift
  • Monday to Friday
  • Working out of Lethbridge, AB

Supplemental pay types:

  • Commission/ bonus pay

Job Type: Full-time

Pay: $40,000.00-$70,000.00 per year

Benefits:

  • Dental care
  • Extended health care
  • RRSP match
  • Vision care

Flexible Language Requirement:

  • French not required

Schedule:

  • 8 hour shift
  • Monday to Friday

Supplemental pay types:

  • Bonus pay
  • Commission pay

Licence/Certification:

  • LLQP (preferred)

Work Location: In person

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