Experienced Financial Advisor Needed
Connect First Credit Union • edmonton, division no. 11 • Posted July 16, 2026
Position Overview
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...
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...