Assistant Consultant - Financial Planner
T.E. Wealth - Calgary, AB

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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


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About this company
T.E. Wealth has been providing high net worth individuals, families, employers and employees with unbiased wealth management and financial...