Financial Advisor

External

Targeted Talent · Calgary, Canada

Full-timeOn-site4d ago

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About the role

Job Description Job Description TITLE: Financial Advisor LOCATION: Calgary, AB REPORTING: Senior Financial Advisor JOB PURPOSE: Why does this role exist? The primary responsibility of a Financial Advisor (FA) is to proactively identify, develop and maintain strong client relationships within the firm's Legacy book of business through regular contact and providing timely, value-added information, advice and recommendations. The FA is to leverage financial planning tools to help clients understan...

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