As part of a team of investment advisors, the Senior Advisor Financial Planning is called   upon to act as a client consultant by providing high-level expertise in financial planning and optimizing business opportunities by offering related products (insurance, etc.). Flexible workplace: Red Deer, Calgary or Edmonton, Alberta.

Key  Financial Planning responsibilities  (max. 75% of the time):

• Assess and identify clients' financial planning needs and propose appropriate solutions
• Write all types of financial plans (partial and complete) and retirement projections and follow up with clients
• Develop with clients an action plan adapted to their situation and direct its implementation
• Establish a relationship of trust with customers in order to ensure their loyalty and initiate proposals to go beyond their needs
• Answer questions from the team's investment advisors and investment assistants in the area of financial planning and pension plans
• Contribute to the improvement and evolution of work processes
• Establish and maintain effective communications
• Monitor market developments and keep abreast of trends in order to propose the necessary adjustments

Key business development responsibilities  (minimum 25% of the time):

• Identify and develop business opportunities and promote cross-selling by offering related products and redirecting customers to our internal partners (personal networks, sales and insurance, etc.)
• Generate the entry of new assets, new customers and contribute to the increase in the profitability of the team's portfolios
• Offer sales-consulting services according to the profiles and needs of customers
• The incumbent will be assigned specific business development objectives and will be measured against the achievement of these objectives

Competencies Required

• Completed bachelor's degree, related to the industry, and six years of relevant experience or Completed master's degree, related to the business line, and four years of relevant experience
• Financial Planner Designation Obtained
• Financial Math Skills
• Oral and written communication skills
• Developed sense of customer relationships (internal and external)
• Significant experience in business development
• Good knowledge of the field of  investments and  wealth management
• Varied expertise (personal taxation, estate planning, pension plans), desirable
• Be results-oriented
• Have business acumen, political acumen, know how to negotiate and show perseverance
• Know how to plan
• Bilingualism (spoken/written), French and English

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

• Health and wellness program, including many benefits
• Flexible group insurance
• Defined benefit pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferred banking services
• Volunteer program
• Telemedicine
• Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic