Trade/Financial Advisor

The Finance Group; Lethbridge; Hybrid; CAD 50,000 - 80,000; Full time

Job summary

A growing financial services firm in Lethbridge, Alberta, seeks a Trader/Financial Advisor to join their dynamic team. The role offers opportunities for advancement into financial advising and portfolio management, focusing on customer portfolios and market analysis. Ideal candidates possess strong analytical skills, attention to detail, and relevant certifications, contributing to a collaborative growth environment.

Qualifications

• Strong data collection and analytical skills.
• Exceptional organizational skills.
• Excellent verbal and written communication skills.

Responsibilities

• Execute daily stock trades in relevant programs.
• Analyze existing client portfolios and identify rebalancing needs.
• Communicate with clients on portfolio updates.

Skills

Analytical Skills

Organizational Skills

Attention to Detail

Communication Skills

Business Administration Skills

Education

Degree in Finance or Business

CSC and/or TTC Certification

CFP, CIM, or CFA Designation

Job description

Advantage Financial Services is one of the largest independent financial services offices in Southern Alberta, catering to high-net-worth business owners and professionals across the country. We focus our investment practice on stable, high-quality investments – both in the public and private markets. We round out our practice by including estate and tax planning and a full suite of business and personal insurance services. Advantage Financial is focused on growth and seeks to employ people looking to advance in their careers. We operate in a challenging and dynamic work environment with room for advancement for those willing to put in the work and effort.

Job Overview

The Trader/Financial Advisor position offers a trajectory for advancement within our firm. While education and soft skills are important, related financial industry experience is an asset. Candidates with experience from internships or similar work placements are also considered. We are open to speaking with existing financial advisors with a book of business interested in joining our team.

This position provides opportunities for advancement into financial advising and portfolio management roles for the right candidate. There is also potential for commission-based compensation through referrals.

This is a hybrid position. The candidate must reside in either Lethbridge, AB, or the southern Calgary area.

Key Responsibilities

1. Execute daily stock trades in relevant programs.
2. Analyze existing client portfolios and identify rebalancing needs.
3. Examine financial data, past market trends, and current opportunities.
4. Take direction from portfolio managers on trade instructions.
5. Execute bulk trade instructions.
6. Communicate with clients on portfolio updates and participate in client meetings.

Qualifications

1. Strong data collection and analytical skills.
2. Exceptional organizational skills.
3. Strong attention to detail.
4. Experienced knowledge of finance, stocks, bonds, investments, and other financial projects.
5. Good business administration skills.
6. Excellent verbal and written communication skills.
7. CSC and/or TTC certification is an asset.
8. CFP, CIM, or CFA designation would be a definite asset.
9. Degree in finance or business is an asset.
10. This position requires a Criminal Record Check.

Apply today and join our growing business!