About the Opportunity
Our brokerage is looking for ambitious, growth-minded individuals who are passionate about helping families build a stronger financial future.
As a Wealth Development Advisor, you'll work with individuals, families, and business owners to create personalized financial strategies that help them achieve both their short-term and long-term financial goals. Whether it's purchasing a first home, protecting their income, funding their children's education, preparing for retirement, or building generational wealth, you'll play a meaningful role in helping clients create lasting financial security.
This opportunity is ideal for someone who enjoys meeting new people, building meaningful relationships, and making a positive impact through education-based financial conversations. Rather than simply selling financial products, you'll educate clients, identify opportunities, and develop strategies that empower them to make confident financial decisions throughout every stage of life.
What You'll Be Doing
- Build relationships with individuals, families, and business owners through referrals, networking events, social media, community outreach, and professional connections.
- Conduct personalized financial consultations to understand each client's current financial situation, future aspirations, and family goals.
- Help clients develop strategies to build wealth, protect their income, manage debt, save for major life events, and prepare for retirement.
- Create financial roadmaps that address both immediate priorities and long-term wealth creation objectives.
- Educate clients on financial concepts that support informed decision-making and lasting financial confidence.
- Build and manage your own portfolio of clients while providing ongoing guidance and exceptional service.
- Conduct regular financial reviews to ensure clients remain on track as their lives and financial needs evolve.
- Collaborate with mentors and experienced advisors to develop customized financial solutions.
- Participate in professional development, leadership training, workshops, and licensing programs.
- Maintain accurate client records and activity reports using approved brokerage systems.
- Work toward personal business goals while maintaining the highest level of professionalism, integrity, and client care.
What We're Looking For
- Passion for helping people improve their financial future.
- Strong communication and relationship-building skills.
- Comfortable meeting new people and creating professional connections.
- Self-motivated with an entrepreneurial mindset.
- Goal-oriented with a desire for personal and professional growth.
- Professional, ethical, and committed to delivering exceptional client experiences.
- Sales, customer service, business development, retail, or financial services experience is considered an asset but is not required.
- Willingness to learn financial planning concepts and apply them in a client-focused environment.
- Strong organizational and time-management skills.
- Must be at least 18 years of age.
What Our Brokerage Offers
- Performance-based compensation with unlimited earning potential.
- Flexible full-time and part-time opportunities.
- Work-from-home flexibility with hybrid work options.
- Comprehensive industry training and licensing support.
- One-on-one mentorship from experienced leaders.
- Ongoing professional development and leadership advancement opportunities.
- Recognition programs, performance incentives, and company-sponsored trips.
- Stock option opportunities.
- The opportunity to build a long-term business while making a meaningful difference by helping families create, grow, protect, and preserve wealth for generations to come.
Job Types: Full-time, Part-time, Casual
Pay: $48,000.00-$111,708.93 per year
Benefits:
- Company events
- Employee stock purchase plan
- Flexible schedule
- Stock options
- Work from home
Application question(s):
- Are you over the age of 18?
- Are you authorized to work in Canada or USA?
Work Location: Hybrid remote in Edmonton, AB T5H 1R8
