Financial Advisor - Lethbridge, Canada - Venn Wealth Partners

Description

• Use indepth knowledge of products and services to identify new opportunities within the existing client base
• Find and develop new client relationships, both business and individual
• Ensuring investment recommendations are suitable and align with the client's financial goals, financial plans, objectives, and risk tolerance
• Maintaining a good understanding of client profiles and corresponding strategies
• Prepare, analyze, and present reports and recommendations
• Developing financial plans
• Proactively recommend team and business process improvements
• Responding to client requests, inquiries, and concerns promptly and efficiently
• Adhering to regulatory policies by staying up to date with all industry rulings and policies
• Ensuring all client interactions are accurately documented

• Supporting practices to ensure administrative processes are streamlined
• Building effective working relationships across the team
• Facilitating a culture of open and honest communication
• Actively participating and contributing to team meetings
• Encouraging the generation of new ideas and approaches
• Sharing knowledge and experience to enhance the development of all team members
• Exhibiting a commitment to grow into a highly trained advisor

• Relevant industry experience preferred
• Postsecondary education in business, accounting, or finance preferred
• Understanding of industry and firm compliance regulations

• Preference given to those Life Insurance and Accident and Sickness Insurance licensed

• 8 hour shift
• Monday to Friday
• Working out of Lethbridge, AB

• Commission/ bonus pay

• Dental care
• Extended health care
• RRSP match
• Vision care

• French not required

• 8 hour shift
• Monday to Friday

• Bonus pay
• Commission pay