Wealth Advisor Internship: Grow Your Own Client Book

Raymond James Ltd.; Calgary; On-site; CAD 54,000 - 66,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Tuition reimbursement

Volunteer days

Job summary

A leading investment firm in Calgary seeks ambitious individuals for its Advisor Internship Program, a comprehensive 36-month training program focusing on building a successful advisory practice. Candidates will provide advice to clients, manage relationships, and aim to grow their assets under administration significantly. The firm offers competitive compensation, support for professional growth, and a commitment to community involvement.

Qualifications

• Minimum of 4 years full-service brokerage and/or financial industry experience.
• Registered Representative licensed with CIRO.
• Experience with various prospecting methods to gain appointments.

Responsibilities

• Provide clients with advice on financial matters.
• Build relationships with high net worth individuals.
• Grow assets under administration by $8-10 million annually.

Skills

Excellent interpersonal/relationship-building skills

Presentation skills

Knowledge of investment products and services

Proven finance, sales and entrepreneurial skills

Education

University degree in business, finance, or economics

Job description

A leading investment firm in Calgary seeks ambitious individuals for its Advisor Internship Program, a comprehensive 36-month training program focusing on building a successful advisory practice. Candidates will provide advice to clients, manage relationships, and aim to grow their assets under administration significantly. The firm offers competitive compensation, support for professional growth, and a commitment to community involvement.