Associate Financial Advisor
About the role
Company Description Tusk Financial Services Inc., in collaboration with Sun Life Financial, provides clients with financial advisory services tailored to their specific needs. Our focus is on helping clients achieve financial security through expert financial planning, investment strategies, insurance guidance and retirement solutions. As part of the Sun Life Financial family, we adhere to a standard of excellence, ensuring quality service and trusted advice. While Tusk Financial Services is affiliated with Sun Life Financial, we operate our own independent office and team.
Role Description This is a full-time hybrid role for an Associate Financial Advisor based in Calgary, AB, with some flexibility to work from home. The Associate Financial Advisor will support clients in crafting and implementing comprehensive financial plans, offering advice on investment and insurance strategies, and assisting with wealth management. Day-to-day tasks include prospecting for new clients, conducting financial needs assessments, developing personalized plans for clients, maintaining relationships, and staying informed about the latest financial products and market trends. The role requires keen attention to detail, a commitment to client service, and the ability to manage multiple client portfolios.
Qualifications LLQP and/or Mutual Fund license is required. Expertise in Financial Planning and Retirement Planning to help clients achieve long-term financial goals. Experience providing Financial Advisory services and building strong client relationships. Strong analytical, problem-solving, and organizational skills. Excellent communication and interpersonal skills to convey complex financial concepts effectively. Relevant certifications such as the Certified Financial Planner (CFP) designation or working towards obtaining it is an asset. Bachelor’s degree in Finance, Economics, Accounting, or a related field is advantageous. Proficiency with financial planning tools and software is a plus.
About Lifeease Financial Solutions Inc.
Looking for guidance with your insurance, wealth and investment needs? We work with Clients across all areas of financial planning - personal and business. Our experienced team can help you with anything from starting as a new investor to multi-generational planning to protect your estates.
When working with us, you’ll notice we take an in-depth approach to understand your unique situation. We take the time to meet, ask and listen. Once we fully understand your needs and goals, we provide guidance through a thorough financial plan.
Our office is in Ottawa, Ontario. We service the greater Ottawa area with in-person appointments and offer virtual appointments for Clients throughout Ontario and Quebec. Between our team members, we have someone who can speak French, Greek and Arabic, in addition to English. We’re happy to offer our services in any of these languages. Contact our office to book your appointment.
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Associate Financial Advisor
About the role
Company Description Tusk Financial Services Inc., in collaboration with Sun Life Financial, provides clients with financial advisory services tailored to their specific needs. Our focus is on helping clients achieve financial security through expert financial planning, investment strategies, insurance guidance and retirement solutions. As part of the Sun Life Financial family, we adhere to a standard of excellence, ensuring quality service and trusted advice. While Tusk Financial Services is affiliated with Sun Life Financial, we operate our own independent office and team.
Role Description This is a full-time hybrid role for an Associate Financial Advisor based in Calgary, AB, with some flexibility to work from home. The Associate Financial Advisor will support clients in crafting and implementing comprehensive financial plans, offering advice on investment and insurance strategies, and assisting with wealth management. Day-to-day tasks include prospecting for new clients, conducting financial needs assessments, developing personalized plans for clients, maintaining relationships, and staying informed about the latest financial products and market trends. The role requires keen attention to detail, a commitment to client service, and the ability to manage multiple client portfolios.
Qualifications LLQP and/or Mutual Fund license is required. Expertise in Financial Planning and Retirement Planning to help clients achieve long-term financial goals. Experience providing Financial Advisory services and building strong client relationships. Strong analytical, problem-solving, and organizational skills. Excellent communication and interpersonal skills to convey complex financial concepts effectively. Relevant certifications such as the Certified Financial Planner (CFP) designation or working towards obtaining it is an asset. Bachelor’s degree in Finance, Economics, Accounting, or a related field is advantageous. Proficiency with financial planning tools and software is a plus.
About Lifeease Financial Solutions Inc.
Looking for guidance with your insurance, wealth and investment needs? We work with Clients across all areas of financial planning - personal and business. Our experienced team can help you with anything from starting as a new investor to multi-generational planning to protect your estates.
When working with us, you’ll notice we take an in-depth approach to understand your unique situation. We take the time to meet, ask and listen. Once we fully understand your needs and goals, we provide guidance through a thorough financial plan.
Our office is in Ottawa, Ontario. We service the greater Ottawa area with in-person appointments and offer virtual appointments for Clients throughout Ontario and Quebec. Between our team members, we have someone who can speak French, Greek and Arabic, in addition to English. We’re happy to offer our services in any of these languages. Contact our office to book your appointment.