Career Opportunity | Associate Wealth Planner - Lethbridge

We are currently seeking a full-time Associate Wealth Planner to join our team in Lethbridge.

Experience Avail Wealth

At Avail Wealth, we’re not just chartered accountants; we’re trusted advisors dedicated to helping entrepreneurial individuals and organizations achieve their financial goals. Our inclusive culture values diverse perspectives and encourages both personal and professional growth.

Join our team as an Associate Wealth Planner and be a part of our mission to provide personalized financial strategies. In this role, you’ll collaborate closely with our Wealth Advisory Team to:

• Build strong client relationships
• Develop customized financial plans
• Deliver exceptional client service

Are you ready to make a positive impact on the lives of our clients? Join Avail Wealth today and be part of a dynamic team dedicated to financial success.

What You Will Do

Your key responsibilities will include:

• Proactively understand clients' needs, anticipate their goals, and deliver customized solutions.
• Gather detailed information, analyze client situations, and develop personalized plans, including retirement, estate, and tax planning.
• Support the team in delivering financial planning and strategic wealth management services to affluent clients and family businesses.
• Prepare and review investment portfolios, research tax and financial planning issues, and provide insightful recommendations.
• Summarize analyses and develop actionable recommendations on financial, estate, and tax planning.
• Review and integrate financial, investment, and insurance information into client accounts.
• Ensure data compliance and accuracy across systems, including customer relationship management and reporting.
• Collaborate with team members to ensure seamless client service and support ongoing planning initiatives.
• Conduct insurance needs analyses and model outcomes using financial planning tools.
• Stay up to date on industry trends, best practices, and regulatory standards.
• Continuously improve skills and knowledge through ongoing learning and professional development.

What We're Looking For

• A bachelor’s degree in business administration, Accounting, Finance, or a related field.
• Minimum of 4 years of experience in wealth planning.
• Actively pursuing or holding a CFP, RFP, or PFP designation.
• Proficiency in MS Office Suite (Word, Excel, PowerPoint, Teams, Outlook).
• Proficiency in financial planning software.
• Strong organizational, analytical, and interpersonal skills. Excellent communication and presentation abilities. Ability to build rapport with clients, understand their unique needs, and provide personalized advice.
• In-depth knowledge of Canada's economic and financial environment, current events, and legislative changes related to income tax and wealth transfer planning.
• Proven ability to identify opportunities, take initiative, and think creatively.

We thank all applicants for their interest in this position however only those candidates selected for an interview will be contacted.