Top Benefits
About the role
Advantage Financial Services is one of the largest independent financial services offices in Southern Alberta, catering to high-net-worth business owners and professionals across the country. We focus our investment practice on stable, high-quality investments – both in the public and private markets. We round out our practice by including estate and tax planning and a full suite of business and personal insurance services. Advantage Financial is focused on growth and seeks to employ people looking to advance in their careers. We operate in a challenging and dynamic work environment with room for advancement for those willing to put in the work and effort.
Job Overview
The Trader/Financial Adviso r position has a trajectory for advancement within our firm. A candidate’s education and soft skills are important, however, related financial industry experience is an asset. Candidates who have been immersed in a similar working environment through an internship or other work placement is also an asset. We are open to speaking with existing financial advisors with a book of business that are interested in joining our team
.
This position comes with the opportunity for advancement into financial advising and portfolio management roles for the right candidate. Additional opportunity for commission compensation through referral
s.This is a hybrid position. The candidate must live in either Lethbridge, AB or in the southern Calgary are
**a.
Key Responsibilit**
ies· Execute daily stock trades in relative progr
ams· Analyze existing client portfolios and identify rebalancing ne
eds· Examine financial data, past market trends and current opportunit
ies· Take direction from portfolio managers on trade instructi
ons· Execute bulk trade instructi
ons· Communicate with clients on portfolio updates and participate in client meeti
**ngs
Qualificati**
ons · Strong data collection and analytical sk
ills· Exceptional organizational sk
ills· Strong eye for de
tail· Experienced knowledge of finance, stocks, bonds, investments, and other financial proj
ects· Good business administration sk
ills· Excellent verbal and written communication sk
ills· CSC and/or TTC is an a
sset· CFP, CIM or CFA would be a definite asset to
have· Degree in finance/business is an a
sset· This position requires a Criminal Record C
heck
Apply and join our growing business t
oday!
About The Finance Group
The dedicated team at The Finance Group is here to work alongside you as an extension of your business and support your growth through customized, turnkey, financial services.
Our flexible fractional and outsourced options are adjustable to meet your needs, budget, and schedule allowing us to meet your company where it’s at and continue to assist you as you scale.
Top Benefits
About the role
Advantage Financial Services is one of the largest independent financial services offices in Southern Alberta, catering to high-net-worth business owners and professionals across the country. We focus our investment practice on stable, high-quality investments – both in the public and private markets. We round out our practice by including estate and tax planning and a full suite of business and personal insurance services. Advantage Financial is focused on growth and seeks to employ people looking to advance in their careers. We operate in a challenging and dynamic work environment with room for advancement for those willing to put in the work and effort.
Job Overview
The Trader/Financial Adviso r position has a trajectory for advancement within our firm. A candidate’s education and soft skills are important, however, related financial industry experience is an asset. Candidates who have been immersed in a similar working environment through an internship or other work placement is also an asset. We are open to speaking with existing financial advisors with a book of business that are interested in joining our team
.
This position comes with the opportunity for advancement into financial advising and portfolio management roles for the right candidate. Additional opportunity for commission compensation through referral
s.This is a hybrid position. The candidate must live in either Lethbridge, AB or in the southern Calgary are
**a.
Key Responsibilit**
ies· Execute daily stock trades in relative progr
ams· Analyze existing client portfolios and identify rebalancing ne
eds· Examine financial data, past market trends and current opportunit
ies· Take direction from portfolio managers on trade instructi
ons· Execute bulk trade instructi
ons· Communicate with clients on portfolio updates and participate in client meeti
**ngs
Qualificati**
ons · Strong data collection and analytical sk
ills· Exceptional organizational sk
ills· Strong eye for de
tail· Experienced knowledge of finance, stocks, bonds, investments, and other financial proj
ects· Good business administration sk
ills· Excellent verbal and written communication sk
ills· CSC and/or TTC is an a
sset· CFP, CIM or CFA would be a definite asset to
have· Degree in finance/business is an a
sset· This position requires a Criminal Record C
heck
Apply and join our growing business t
oday!
About The Finance Group
The dedicated team at The Finance Group is here to work alongside you as an extension of your business and support your growth through customized, turnkey, financial services.
Our flexible fractional and outsourced options are adjustable to meet your needs, budget, and schedule allowing us to meet your company where it’s at and continue to assist you as you scale.