Financial Advisor | Established Client Base Provided
C
Confidential
📍 edmonton, ab, Canada
Job Description
Are you a relationship-driven Financial Advisor who believes financial planning should come before product sales?
Our client is a growing independent wealth management firm in Edmonton that is seeking an experienced Financial Advisor to take over and grow an established client base. This is an opportunity to join a highly client-focused team where you'll spend your time delivering advice, deepening relationships, and helping clients achieve their financial goals.
If you're passionate about comprehensive planning, investment management, and providing an exceptional client experience, we'd love to speak with you.
What You'll Be Doing
Build Meaningful Client Relationships
- Act as the primary advisor for an established group of mid-market clients
- Develop trusted, long-term relationships through proactive communication and ongoing engagement
- Deliver a high-touch client experience focused on responsiveness, professio...