Financial advisor

Team Evolve Ltd

Edmonton

On-site

CAD 50,000 - 80,000

Full time

8 days ago

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Job summary

Team Evolve Ltd in Edmonton is seeking a financial planning professional to help clients set and reach financial goals. The role requires English language proficiency and a Bachelor's degree, with 1–2 years of experience in financial services.

You will identify clients' goals, analyze financial records, develop customized plans, and make recommendations on cash management, insurance, investments, retirement and estate planning. The position is on site at the physical location.

Qualifications

Bachelor's degree required.
1 year to less than 2 years of experience in financial services.

Responsibilities

Identify clients' financial goals and objectives
Analyze clients' financial records
Develop financial plans for clients
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Arrange for sale of financial products and investments

Education

Bachelor's degree

Job description

OVERVIEW

LANGUAGES

English

EDUCATION

Bachelor's degree

EXPERIENCE

1 year to less than 2 years

ON SITE

Work must be completed at the physical location. There is no option to work remotely.

RESPONSIBILITIES

TASKS

Identify clients' financial goals and objectives
Analyze clients' financial records
Develop financial plans for clients
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Arrange for sale of financial products and investments

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