ASSISTANT CONSULTANT

T.E. Wealth has been providing high net worth individuals, families, employers and employees with unbiased wealth management and financial education services for 40 years. Our company comprises a national network of financial experts with a diverse array of skills, experience and specialized knowledge, yet we are driven by a singular devotion to the well-being of our clients.

GENERAL RESPONSIBILITIES

Working on a team under the direction of a Senior Consultant, the Assistant Consultant is responsible for providing support to our High Net Worth clients.

SPECIFIC RESPONSIBILITIES

• Prepare comprehensive financial plans.
• Participate in client meetings with a Senior Consultant.
• Prepare income tax returns.
• Provide thorough assistance to a Senior Consultant.

QUALIFICATIONS

• University degree (preferred), as well as a CFP Level 1 (FPE1) is required, with Level 2 to be completed within 1 year.
• CSC designation is required.
• Minimum 2-3 years work experience in the financial services industry (preferable financial planning) is required.
• Experience in the preparation of personal income tax returns is a definite asset.
• Excellent communication skills (written and verbal).
• Self motivated with high attention to detail.
• Above average attention to detail and accuracy in work.
• Must be inclined to provide sustainable continuous support to the team and the clients.
• Ability to work well as part of a team environment but can also work independently (with little supervision) to complete tasks.
• Enjoys fast paced environment.
• Computer literate.

LOCATION: Calgary