Financial Advisor Assistant (LLQP Life Insurance licensed)
Edmonton, ABTemps plein
PW
Personalized Wealth Strategies
Candidates need a valid Alberta Life and Accident & Sickness (LLQP) licence or eligibility to obtain one, prior financial-services or client-facing administrative experience, and strong English communication. They must be organized, detail-oriented, comfortable with Microsoft Office 365, CRM and financial-planning software, and able to work in the office.
Microsoft Office 365, Maximizer, Univeris, Capintel, Razor Plan, DocuSign