At a Glance
- Tasks: Manage a client portfolio and provide tailored financial planning advice.
- Company: Join a reputable firm focused on client success and growth.
- Benefits: Competitive salary, mentorship opportunities, and a clear growth path.
- Other info: Collaborative team environment with opportunities for professional development.
- Why this job: Make a real difference in clients' financial futures without cold-calling.
- Qualifications: Strong communication skills and a passion for finance.
The predicted salary is between 62100 - 75900 $ per year.
The Vantage Talent Group is seeking an Associate Advisor to take ownership of an established mid-market client portfolio. You will build trusted client relationships, deliver comprehensive financial planning, and help clients reach long-term goals without cold-calling or building a book from scratch.
In this role, you will work with an advisory team to provide planning-first advice across investments, retirement, and wealth management, while growing existing relationships and ensuring an excellent client experience.
Associate Financial Advisor in Edmonton employer: The Vantage Talent Group
Join a leading wealth management firm in Oakville that prioritizes client satisfaction and professional growth. With a collaborative work culture, employees benefit from ongoing training and mentorship opportunities, ensuring they thrive in their careers while delivering exceptional service to high-net-worth clients. The firm's commitment to excellence and innovation makes it an ideal workplace for those passionate about financial planning.
