Senior Financial Advisor

Description:

About the Company - Excellent opportunity with Hillaby & Associates Private Wealth Management. Looking for a results oriented financial services professional who is interested in a long-term opportunity with a leading Private Wealth Management practice, with a 20 year history located in Calgary. Individual must be well versed in financial planning and passionate about helping clients seek positive outcomes.

About the Role - Your responsibilities will include, but not be limited to:

• Leveraging existing client base to develop HNW referral opportunities
• Following up on new business opportunities
• Finding more opportunities to serve current clients
• Gathering data from clients to prepare plan/proposals
• Lead relationship advisor, and second-chair in meetings with practice lead
• Helping Financial Consultant and team formulate recommendations for a client
• Building relationships with clients either independently or along with the Financial Consultant
• Generating new business opportunities through relationships with current clients and Centers of Influence

Responsibilities - The appropriate candidate will possess the following qualifications:

• CFP designation
• CIRO fully licensed and Insurance
• Minimum 3 years of industry experience
• Excellent written and verbal communication skills
• Strong computer skills in MS Office Suite (Outlook, Word, Excel, Power Point)
• Customer service orientation with a demonstrated ability to interact professionally with clients both on the phone and face-to-face