Associate Consultant - Junior, Calgary, Agrawal Associates

Published 2022-07-18
Expires 2022-08-18
ID #1090461463
Associate Consultant - Junior, Calgary, Agrawal Associates
Canada, Alberta, Calgary,
Published July 18, 2022

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Associate consultant - junior

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Drawing on previous experience in a similar role, you will be responsible for helping grow the business of a well-established, client-centered financial planning practice. You must be a self-motivated/managed and disciplined individual with an entrepreneurial spirit who has a passion for networking and ability to create and maintain relationships.

The opportunities:
Front of the line access to Private Wealth Management Support such as an Advanced Financial Planning Team, Private Client Support and Practice Management Team;
Be mentored by the finest consultants in the industry;

Specifically you will:
Provide support to a senior Associate Consultant;
Review and maintain clients' investments;
Meet with existing and new clients;
Implement all instructions from new and existing clients in accordance with compliance regulations and Agrawal Associates policies;
Explore new business potential from clients;
Participate in business development activities of Agrawal Associates;
Implement all assigned business development activities.

The benefits:
Strong total compensation package, including, bonuses and rewards;
Entrepreneurial culture that promises personal growth and development in the high net worth market;
Modern work environment;
The opportunity to explore new challenges and drive your own success.

To qualify for this opportunity you should possess:
A minimum of 3-5 years of experience in the Financial Services Industry;
Completion of necessary licensing requirements including LLQP, CSC and CPH;
Completion of a post-secondary degree in a relevant business discipline, CFP® or F. Pl. designation, would be an asset;
Strong verbal and written communication skills;
Additional language proficiency would be an asset.

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    Agrawal Associates
    Registered on October 7, 2017


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    Finance is a field that deals with the study of investments. It includes the dynamics of assets and liabilities over time under conditions of different degrees of uncertainty and risk. Finance can also be defined as the science of money management. Finance aims to price assets based on their risk level and their expected rate of return. Finance can be broken into three different sub-categories: public finance, corporate finance and personal finance.

    Alberta (; French: [albɛʁta]) is a province of Canada. With an estimated population of 4,067,175 people as of the 2016 census, it is Canada's fourth most populous province and the most populous of Canada's three prairie provinces. Its area is about 660,000 square kilometres (250,000 sq mi). Alberta and Saskatchewan were formerly districts of the Northwest Territories until they were established as provinces on September 1, 1905.Alberta is bordered by the provinces of British Columbia to the west, Saskatchewan to the east, the Northwest Territories to the north, and the U.S. state of Montana to the south. Alberta is one of three Canadian provinces and territories to border only a single U.S. state. It is also one of only two landlocked provinces in the country. The province has a predominantly humid continental climate, with stark contrasts over a year; but seasonal temperature average swings are smaller than in areas further east, due to winters being warmed by occasional chinook winds bringing sudden warming.Alberta's capital, Edmonton, is near the geographic centre of the province and is the primary supply and service hub for Canada's crude oil, the Athabasca oil sands and other northern resource industries.About 290 km (180 mi) south of the capital is Calgary, the largest city in Alberta. Calgary and Edmonton centre Alberta's two census metropolitan areas, both of which have populations exceeding one million, while the province has 16 census agglomerations.Tourist destinations in the province include: Banff, Canmore, Drumheller, Jasper, Sylvan Lake and Lake Louise. Alberta is home to six UNESCO World Heritage Sites: the Canadian Rocky Mountain Parks, Dinosaur Provincial Park, the Head-Smashed-In Buffalo Jump, Waterton–Glacier International Peace Park, Wood Buffalo National Park, and Writing-on-Stone / Áísínai'pi.

    Source: https://en.wikipedia.org/