Veres Career is searching for an outstanding, dynamic Wealth Associate Advisor for our client in Calgary.

Are you an ambitious professional looking to make a meaningful impact in the financial industry? In this role, you will have the opportunity to develop your career while contributing to the firm's growth and reputation.

With a strong focus on team culture and growth, you will collaborate closely with peers and external professionals, delivering exceptional client experiences and fostering long-term relationships.

If you have your CIM or CFA level 1 designation and are interested in learning from the best while nurturing existing and new client relations, this could be the job for you. In this role, you would help clients to build plans & strategies they can use to meet their financial goals!

What's Required?

Other than willingness to innovate, here's what will make you successful:

• University Degree in Business, Economics, Accounting, Finance or related experience
• Min. 3 years of experience in wealth management
• CIM or CFA Level 1 designation required
• Demonstrated ability to maintain long-term client relationships
• QAFP or CFP considered an asset
• Ability to be registered as an AAR or AR

What You'll Be Doing

• Develop and maintain strong client and partner relationships, ensuring an exceptional client experience for both existing and prospective clients
• Guide clients through investment suitability assessments, asset allocation, and portfolio construction discussions
• Engage clients in comprehensive wealth planning discussions
• Maintain detailed notes and documentation for all client-related activities, ensuring operational excellence and accuracy
• Conduct regular client strategy sessions, deliver presentations to prospective clients, and ensure timely and positive client outreach throughout the year
• Meeting with clients to determine the information necessary to develop financial plans
• Uphold all compliance and regulatory requirements, ensuring the highest standards of integrity and accountability

What's In It For You?

You'll get to work every day with a team of collaborative, sharp, passionate professionals. Plus:

• Innovative Culture: Be part of a firm that promotes a strong brand, story, and capabilities, contributing to our culture and values
• Professional Development: Our client believes that doing what people are passionate about daily, makes them more productive, engaged, and successful. They also believe in lifelong learning and supporting their team in doing the same. Our client covers all registration costs and ongoing education to support your registrations as well as other educational resources & professional development opportunities.
• Competitive base salary of $60-80K plus profit-sharing, RRSP match and a competitive benefits package

Are you ready to help our client change the financial services industry?

We're looking for someone to join our client's team immediately, so contact us for an interview today!