Experienced Financial Advisor Needed

Connect First Credit Union · edmonton, division no. 11, Canada

Location
edmonton
Job Type
Full-time
Posted
July 16, 2026

Job Description

Pursue a fulfilling career as a Financial Advisor with a focus on comprehensive financial planning for mass affluent clients. This full-time hybrid work opportunity is perfect for seasoned professionals eager to make a difference.
You will deliver high-value advice and customized financial plans, supporting clients in their investment goals. Collaborating closely with the Wealth Management Services team is key to providing effective solutions. A strong background in financial planning is essential for success in this role, ensuring you guide clients toward their financial dreams.
Key Responsibilities:
• Assess client financial situations and goals
• Develop tailored financial strategies and plans
• Maximize clients' investment opportunities
• Maintain ongoing client engagement and education
• Ensure adherence to compliance standards
Requirements:
• Relevant experience in financial advising or planning
• Excellent communication skills
• Ability to manage...

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