Associate Wealth Advisor

Finlogik Offshore Solutions(2 months ago)

Calgary, ABOnsiteFull TimeJunior$60,130 - $80,603 (estimated)Wealth Management

About this role

Derlago Wealth Management at Canaccord Genuity is seeking a motivated Associate Wealth Advisor to join their Calgary-based advisory team. The role involves collaborating with a Senior Wealth Advisor to develop and deliver comprehensive financial plans, participating in client meetings, and supporting business development activities. This position presents a unique opportunity for personal and professional growth in a client-focused environment.

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Required Skills

Financial Planning
Client Relationship Management
Investment Proposals
Research and Analysis
Communication Skills

Qualifications

Minimum 5 years of experience in financial services
CIRO Licensed as a Registered Representative
Progress toward or completion of financial planning designations (CFP or QAFP)

About Finlogik Offshore Solutions

canaccordgenuity.com

Canaccord Genuity Group Inc. is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.

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