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The Company:

Location: Calgary, AB

Position: Financial Advisor/ Planner

Career Opportunity: Be part of one of the most successful wealth management practices in the Calgary business community. Our client provides a full range of financial products and services to high net worth families, entrepreneurs and professionals who expect sophisticated planning and portfolio management expertise.

We are looking for individuals who collaborate with team members to deliver exceptional performance to our clients.

Successful candidates bring an existing book of clients and will have developed sound ethical financial lending practices focussed on recommending strategies that improve the clients’ financial position. Your success stems from your desire to continually monitor and review client investment objectives, risk tolerance, available resources and long-term growth strategies. Excellent interpersonal and communication skills enable you to strengthen existing relationships, continue to build a network of clients and expand your centres of influence.

Our client firmly believes in continuous education, sponsoring seminars to advance your skills and ensure that you remain current and knowledgeable regarding industry developments and regulatory requirements.

This is an outstanding opportunity to join a team of talented entrepreneurs who are committed to personal growth and are focused on the financial well being of their clients.

For further information, please contact:
Leslie Nadeau, Executive Producer
Casting For Companies Inc.

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