Financial Advisor Assistant (LLQP Life Insurance licensed)
- Edmonton, AB | On-site | Full-time
- Compensation: Hybrid income opportunity with part-time base wage of $25–$35 per hour plus commission sharing on eligible & approved life insurance business written for existing and new clients.
- Total earnings will vary based on experience, licensing, business generated and hours worked.
Join a close-knit, full-service financial planning practice in south Edmonton supporting clients with insurance, investment, retirement, and comprehensive financial planning needs. You'll play a key role in delivering exceptional client service and supporting comprehensive wealth and insurance planning.
We are seeking an entrepreneurial individual who is a highly organized, detail-oriented professional with LLQP licensing and experience in financial services with a true client service mindset. This role offers the opportunity to work closely with experienced Senior Wealth Advisors in a collaborative team environment while expanding your knowledge of wealth management, insurance, and financial planning.
This is an in-office hybrid income advisory and administrative support role designed for a self-motivated individual who wants the opportunity to build a life insurance practice while benefiting from the stability of a guaranteed base. The selected candidate should enjoy client service, meticulous administrative work, and being a trusted and long term part of a small team with opportunity for professional growth.
The base hourly wage compensates for approximately 4-5 hours per day of administrative support to the Senior Wealth Advisor while shared life insurance compensation earnings are uncapped and based on business production for existing and new clients.
Your key responsibilities will include:
- Insurance and investment administration: Provide insurance illustrations and quotes, prepare and complete life insurance applications, process investment transactions, coordinate account documentation, and efficiently maintain detailed client records in accordance with applicable licensing and dealer compliance requirements
- Financial planning support: Assist with insurance illustrations, financial planning reports, account reviews, preparation for client meetings and maintain accurate client records within internal systems.
- Client service: Serve as a front-line contact for client inquiries, assist with client onboarding, account maintenance, and administrative service requests, meeting coordination, manage regular communication with clients and follow-ups, all while helping to deliver a professional, responsive client experience.
- Practice operations: Maintain calendars, update CRM records, monitor outstanding paperwork, and help ensure daily office operations run smoothly.
- Client engagement: Assist with proactive client communications, marketing initiatives, educational events, and campaigns that strengthen client relationships.
Essential qualifications
- Valid Alberta Life and Accident & Sickness insurance licenses (LLQP) through the Alberta Insurance Council (or ability and eligibility to obtain immediately)
- Prior experience in financial advisory, wealth management, banking, insurance, or a comparable client-facing financial-services and/or administrative support role
- Excellent verbal and written communication skills in English
- A genuine commitment to client service, strong organization skills and attention-to-detail while managing competing priorities
- Ability to work independently, use sound judgment and maintain a high standard of professionalism, integrity and confidentiality
- Working knowledge of Canadian financial-services compliance and documentation requirements with respect for regulatory and compliance requirements
- Proficiency with Microsoft Office 365 and transaction software and financial-planning software
- Superior client relationship management skills
- Demonstrate a professional and friendly manner
- Experience with Client Relationship Management (CRM) systems such as Maximizer
- Ability to prioritize, multitask, work within time constraints and follow-up
- Ability to quickly learn new technologies and programs
- this is an in-office role and NOT a work at home opportunity
Additional qualifications will be strong assets
- CIRO mutual-fund licensing (or near term eligibility) for registration will increase compensation and growth potential
- Experience with Univeris, Capintel, Maximizer, Razor Plan or DocuSign software programs
- Education credentials in business, finance, economics, or a related field
What we offer
- Part-time base wage commensurate with experience plus compensation sharing on eligible life insurance business written and approved.
- Health Spending Account benefits
- RRSP Matching Program
- Support for continuing education and professional development to enhance your growth in our practice
- Regular office hours: Monday to Friday, 8:30 AM – 4:30 PM with occasional late afternoon and early evening client meetings to accommodate client schedules.
- Paid time off plus all Alberta statutory and non-statutory holidays off
Interested?
- If you have relevant financial services experience, hold your LLQP license, and enjoy combining excellent client service with accurate, dependable administrative support, we welcome your application.
- We look forward to meeting someone who wants to contribute to a collaborative practice and grow with our team.
- Please include your resume
- Anticipated start Date: November, 2026 but the position will remain open until a suitable and qualified candidate is found and in-person training can begin.
- References will be requested & contacted if you are considered for this role
- We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check. All applications will be held in strict confidence.
- In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
- We thank all candidates for their interest and advise that only those under consideration will be contacted.
