At a Glance
- Tasks: Provide top-notch client service and support financial planning in a dynamic team.
- Company: Join a reputable financial practice in south Edmonton with a focus on collaboration.
- Benefits: Gain valuable experience, develop skills, and work in a supportive environment.
- Other info: Perfect for organized individuals who thrive in a fast-paced, professional setting.
- Why this job: Make a difference in clients' lives while growing your career in finance.
- Qualifications: LLQP licensing and client-facing experience are essential.
The predicted salary is between 39600 - 48400 $ per year.
Deliver client service and financial planning support in Edmonton through accurate records, organized follow-up, and LLQP-licensed insurance administration.
As a Financial Advisor Assistant, you will work closely with Senior Wealth Advisors in a south Edmonton practice.
The position supports insurance, investment, retirement, and comprehensive wealth planning.
It suits an organized professional who values confidentiality, sound judgment, and polished client communication.
Key Responsibilities
- Serve as a frontline contact for client inquiries and service requests
- Coordinate onboarding, meetings, communications, and client follow-ups
- Prepare financial planning reports and materials for client meetings
- Update CRM records and monitor outstanding client paperwork
- Support educational events, campaigns, and proactive client communications
Requirements
- LLQP licensing through the Alberta Insurance Council
- Client-facing financial services or administrative experience
- Superior client relationship and written communication skills
- Ability to prioritize, multitask, and meet time constraints
- Professionalism, integrity, confidentiality, and independent judgment
Bring organized client support, relationship management, and insurance knowledge to a collaborative financial planning practice in Edmonton.
Financial Planning Client Service Assistant in Edmonton employer: Personalized Wealth Strategies
Personalized Wealth Strategies offers a collaborative work environment where employees can grow their knowledge in wealth management, insurance, and financial planning. The company values professionalism, integrity, and client service, providing opportunities for team members to support clients with comprehensive financial planning needs. Employees benefit from working closely with experienced Senior Wealth Advisors, enhancing their skills and career prospects.
Contact Details:
Personalized Wealth Strategies Recruitment Team
