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Demers & Associates Private Wealth Management

ASSOCIATE FINANCIAL ADVISOR - CPA

Canada-Alberta-Edmonton

1485934

Company Information

 

Demers & Associates is a leading Edmonton Private Wealth Management practice. We provide a full range of financial products and services to entrepreneurs, professionals and retirees in the Metro Edmonton Area and have been in practice for more than 25 years.

Drawing on previous experience in an advisory role, you will be responsible for growing the assets of a well-established, client-centric financial planning practice. You must be a self-motivated/ managed and disciplined individual with an entrepreneurial spirit who have a passion for marketing and working with clients.


Job Description

 

The opportunities

  • Be part of a leading Investors Group Private Wealth Management team;
  • Front of the line access to Investors Group Private Wealth Management Support such as an Advanced Financial Planning Team, Private Client Support and Practice Management Support;
  • Be mentored by one of the most experienced and successful Investors Group advisors in Alberta; and
  • Join a company that finished first, for eight consecutive years, in the ‘Ongoing Training’ category of the Investment Executive Dealers’ Report Card among Full-Service Dealers.(2009-2016)

Specifically you will

  • Prepare financial statements, corporate income tax returns, GST returns and payroll filings;
  • Prepare and review personal tax returns;
  • Support all business development and marketing activities and strategies; 
  • Identify new business opportunities within the young professionals and entrepreneurs market;
  • Develop new client relationships from external prospecting and introduction generated from centers of influence;
  • Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further the client relationship;

The benefits

  • Strong total compensation package, including bonuses and rewards based on sales results
  • Entrepreneurial culture that promises personal growth and development in the high net worth market
  • Modern work environment and flexibility in your schedule; and
  • Take a new challenge and drive your own success.

To qualify for this opportunity you should possess

  • 3-4 years of experience in a CPA role ;
  • CPA certification.
  • Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), Financial Security Advisor title or willing to obtain; Financial Planning designation or willing to obtain
  • Strong interpersonal skills and demonstrated ability to build relationships;

Contact Information

Demers & Associates Private Wealth ManagementFinanceRichard Demersrichard.demersassisstant2@igprivatewealth.com780-509-0300http://www.demersandassociates.ca/en/
Posting Date: 20-Dec-2016FinanceAccounting and Finance Permanent, Full-Time $60,000 - $200,000/yr 1 ASAP
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