Job opportunity
Financial Planning Client Service Assistant
Personalized Wealth Strategies
Deliver client service and financial planning support in Edmonton through accurate records, organized follow-up, and LLQP-licensed insurance administration.
As a Financial Advisor Assistant, you will work closely with Senior Wealth Advisors in a south Edmonton practice. The position supports insurance, investment, retirement, and comprehensive wealth planning. It suits an organized professional who values confidentiality, sound judgment, and polished client communication.
Key Responsibilities:
Serve as a frontline contact for client inquiries and service requests
Coordinate onboarding, meetings, communications, and client follow-ups
Prepare financial planning reports and materials for client meetings
Update CRM records and monitor outstanding client paperwork
Support educational events, campaigns, and proactive client communications
Requirements:
LLQP licensing through the Alberta Insurance Council
Client-facing financial services or administrative experience
Superior client relationship and written communication skills
Ability to prioritize, multitask, and meet time constraints
Professionalism, integrity, confidentiality, and independent judgment
Bring organized client support, relationship management, and insurance knowledge to a collaborative financial planning practice in Edmonton.
#J-18808-Ljbffr
Apply on source site As a Financial Advisor Assistant, you will work closely with Senior Wealth Advisors in a south Edmonton practice. The position supports insurance, investment, retirement, and comprehensive wealth planning. It suits an organized professional who values confidentiality, sound judgment, and polished client communication.
Key Responsibilities:
Serve as a frontline contact for client inquiries and service requests
Coordinate onboarding, meetings, communications, and client follow-ups
Prepare financial planning reports and materials for client meetings
Update CRM records and monitor outstanding client paperwork
Support educational events, campaigns, and proactive client communications
Requirements:
LLQP licensing through the Alberta Insurance Council
Client-facing financial services or administrative experience
Superior client relationship and written communication skills
Ability to prioritize, multitask, and meet time constraints
Professionalism, integrity, confidentiality, and independent judgment
Bring organized client support, relationship management, and insurance knowledge to a collaborative financial planning practice in Edmonton.
#J-18808-Ljbffr