Associate Financial Advisor Job
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Employer: Easy Tax & Bookkeeping
SpiderID: 14107929
Location: Calgary, Alberta
Posted: 12/2/2025
Wage:
Priority Review Date: 3/2/2026
Job Code / NOC / SOC:
Category: Accounting/Bookkeeping
Job Description:
Responsibilities:
Advise on trust account investments
Identify clients' financial goals and objectives
Supervise staff
Analyze clients' financial records
Develop financial plans for clients
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Arrange for sale of financial products and investments
Underwrite new issues of stocks and bonds
Prepare offering prospectus for new issues of stocks and bonds
Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
Assist in the planning and execution of financial statement audits
Advise on trust account investments
Identify clients' financial goals and objectives
Supervise staff
Analyze clients' financial records
Develop financial plans for clients
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Arrange for sale of financial products and investments
Underwrite new issues of stocks and bonds
Prepare offering prospectus for new issues of stocks and bonds
Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
Assist in the planning and execution of financial statement audits
Job Requirements:
Credentials:
Anti-Money Laundering (CAMS) Certification
Canadian Securities Course (CSC)
Canadian Institute of Financial Planning Course
Area of specialization:
Financial planning
Wealth management
Personal suitability:
Previous experience with Quick Books and MS Office
Accurate and detail oriented
Ability to work underpressure and manage a large case load
Dependability
Efficient interpersonal skills
Excellent oral communication
Excellent written communication
Judgement
Organized
Due diligence
Anti-Money Laundering (CAMS) Certification
Canadian Securities Course (CSC)
Canadian Institute of Financial Planning Course
Area of specialization:
Financial planning
Wealth management
Personal suitability:
Previous experience with Quick Books and MS Office
Accurate and detail oriented
Ability to work underpressure and manage a large case load
Dependability
Efficient interpersonal skills
Excellent oral communication
Excellent written communication
Judgement
Organized
Due diligence
Job Criteria:
Start Date: As soon as possible
Position Type: Full-Time Permanent
Experience: 1
Education:
Travel:
Vacation: 2 weeks / year
Job Benefits:
Health/Dental Benefits
Contact Information:
| Contact Name: Easytax Bookkeeping | Type: Employer |
| Company: Easy Tax & Bookkeeping | |
| Web Site: https://www.easytaxbookkeeping.com/ | |