Wealth Advisor
Edmonton, ABOn-siteFull Time
SF
Sonance Financial Inc.
7+ YOECandidates need 7 to 10+ years of wealth management, private banking or financial advisory experience with high-net-worth clients. A CFP is strongly preferred, and LLQP is required or a commitment to obtain it, with CIM an asset.
Financial planning, Sales, Client relationship management, Event planning, Risk management, Collaboration