Associate Financial Advisor

Company Description

Tusk Financial Services Inc., in collaboration with Sun Life Financial, provides clients with financial advisory services tailored to their specific needs. Our focus is on helping clients achieve financial security through expert financial planning, investment strategies, insurance guidance and retirement solutions. As part of the Sun Life Financial family, we adhere to a standard of excellence, ensuring quality service and trusted advice. While Tusk Financial Services is affiliated with Sun Life Financial, we operate our own independent office and team.

Role Description

This is a full-time hybrid role for an Associate Financial Advisor based in Calgary, AB, with some flexibility to work from home. The Associate Financial Advisor will support clients in crafting and implementing comprehensive financial plans, offering advice on investment and insurance strategies, and assisting with wealth management. Day-to-day tasks include prospecting for new clients, conducting financial needs assessments, developing personalized plans for clients, maintaining relationships, and staying informed about the latest financial products and market trends. The role requires keen attention to detail, a commitment to client service, and the ability to manage multiple client portfolios.

Qualifications/Experience

• LLQP and/or Mutual Fund license is required.
• Expertise in Financial Planning and Retirement Planning to help clients achieve long-term financial goals.
• Experience providing Financial Advisory services and building strong client relationships.
• Strong analytical, problem-solving, and organizational skills.
• Excellent communication and interpersonal skills to convey complex financial concepts effectively.
• Relevant certifications such as the Certified Financial Planner (CFP) designation or working towards obtaining it is an asset.
• Bachelor’s degree in Finance, Economics, Accounting, or a related field is advantageous.
• Proficiency with financial planning tools and software is a plus. This includes Conquest, Morningstar, CapIntel and Salesforce

Embark on a rewarding career path where your passion for finance, research, and problem-solving can thrive! We provide comprehensive training, mentorship opportunities, and a collaborative environment designed to energize your professional growth. Join us today to make a meaningful impact while building your expertise in the vibrant world of financial advisory services.

Pay: $36,000.00-$250,000.00 per year

Benefits:

• Casual dress
• Company events
• Flexible schedule
• On-site parking
• Work from home

Experience:

• Financial Services: 1 year (preferred)

Licence/Certification:

• LLQP (preferred)
• Mutual Funds License (preferred)

Work Location: Hybrid remote in Calgary, AB T3E 5X5