Location
edmonton
Job Type
Full-time
Posted
May 25, 2026
Job Description
Responsibilities
- Leads/facilitates goals‑based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.
- Develops detailed and complex financial plans for clients to help meet their financial objectives. Conducts presentations to clients, as required.
- Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.
- Develops internal/external networks and referral sources to grow business within the assigned region.
- Ensures that the region's client experience standards for financial planning and client relationship development are met.
- Acts as a trusted advisor to assigned business/group.
- Assists in the development of strategic plans.
- Identifies emerging issues and trend...