Financial Advisor - Jobs in Calgary, AB - 318483

Catalyst LLP
Job Summary
  • Skills N/A
  • Job Type
    Full Time
  • Salary
  • Telecommuting

Job Description

Catalyst LLP strives to create a positive work environment through work/life initiatives, professional growth and development programs and challenging assignments. We are a professional firm of business advisors, accountants and support staff dedicated to helping our clients accomplish their business and financial goals. We succeed through the efforts of firm members responding to the specific needs of each client and the broader communities in which we live.

As a member of Allinial North American Network and PKF International, one of the largest international professional services firm associations in the world, we are uniquely able to offer our clients the resources and capabilities of a network of qualified firms like ours in virtually every major city around the world.

We are currently looking for a Financial Advisor!

Why work for us

Catalyst is much more than just a place to work. We are geared towards ensuring our staff learn, work hard, but have fun at the same time. Catalyst employees attend various events throughout the year such as Catalyst Golf Tournament, After Tax Party, Rodeo, etc.

Your key focus as a Financial Advisor will be supporting, developing and fostering client relationships to achieve their financial goals. This will be accomplished by:

Taking a proactive approach to discovering our clients needs.
Providing educated advice, recommendations and solutions to meet client needs and provide a best in class client experience.
Building clients plans using a holistic approach to help them achieve their goals.
Developing, retaining and growing the business by Introducing new and existing clients to the firms services.
Working closely with our wealth and risk management Partner.
Manage the client relationship for Catalyst Wealth Planning.
Reviews accounts to determine if life changes necessitate new financial strategies.
Desire to Lead, and grow the Catalyst Wealth Planning unit.

Successful candidates will require:
Five years experience in banking, Finance, or financial planning.
CPA designation would be considered an asset.
CFP designation considered an asset, or willingness to complete.
Proficiency in Microsoft Office Suite.
Excellent time management and problem solving skills.
Self-motivation, accountability and an entrepreneurial spirit.

We thank all applicants for their interest in Catalyst, however, only those candidates under consideration will be contacted.
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