Financial Advisor

Jobtailor; Edmonton; On-site; CAD 45,000 - 85,000; Full time

Job summary

Jobtailor is seeking an ambitious financial-advisor to attract and connect with new Clients, conduct meetings with prospects and existing Clients, and review their current financial state and goals.

You will build financial roadmaps, recommend and implement insurance and investment products, and keep plans up to date as life changes. Ongoing training and active networking help grow an independent advisory business.

Qualifications

• College/University degree and some professional experience.
• Must be legally entitled to work in Canada.
• LLQP and/or Mutual Fund license or course/exam completion is an optional asset.
• Sun Life will not sponsor authorization to work in Canada, work permits, or permanent residency.

Responsibilities

• Prepare and execute strategies to attract and connect with new Clients.
• Conduct meetings with prospective and existing Clients.
• Review Clients’ current financial state and gather information about future goals.
• Build financial roadmaps to help Clients achieve their goals.
• Recommend and implement suitable insurance and investment products.
• Continue meeting with Clients to keep plans up to date as life situations change.
• Complete ongoing training and professional development to remain current with industry changes.
• Stay connected within the community through networking, marketing, and referrals.
• Build, develop, and grow an independent financial-advisor business.

Skills

Excellent communication

Relationship building

Self-motivated

Goal-oriented

Continuous learner

Education

College/University degree

Job description

• Prepare and execute strategies to attract and connect with new Clients
• Conduct meetings with prospective and existing Clients
• Review Clients’ current financial state and gather information about future goals
• Build financial roadmaps to help Clients achieve their goals
• Recommend and implement suitable insurance and investment products
• Continue meeting with Clients to keep plans up to date as life situations change
• Complete ongoing training and professional development to remain current with industry changes
• Stay connected within the community through networking, marketing, and referrals
• Build, develop, and grow an independent financial-advisor business

Requirements

• History of achievement in professional, academic, athletic, or other areas
• Enjoys engaging, developing, and maintaining relationships with people
• Disciplined and self-motivated
• Goal-oriented with a strong work ethic
• Continuous learner with a deep interest in helping others
• Excellent communication skills
• College/University degree and some professional experience
• Must be legally entitled to work in Canada
• Sun Life will not sponsor authorization to work in Canada, work permits, or permanent residency
• LLQP and/or Mutual Fund license or course/exam completion is an optional asset

Core Competencies

Demonstrates expertise in building financial roadmaps and recommending suitable insurance and investment products while maintaining strong client relationships. Committed to continuous learning and professional development to adapt to industry changes.