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We are seeking highly motivated individuals to join our team as a Financial Security Advisor to contribute to the development and sustainable growth of the firm’s investment and insurance assets. Alpine Wealth Management Ltd. is a full-service financial services provider with access to multiple insurers and investment fund providers allowing our advisors to tailor solutions to their clients’ unique needs.

 

As a Financial Security Advisor, you will focus on developing and deepening client relationships by providing high-quality financial services advice. You will be responsible to follow regulatory requirements and compliant sales practices and will drive sales growth both in investments and in insurance.

Requirements

  • Minimum two years experience as a Financial Advisor or Financial Planner

  • Proven sales track record

  • Demonstrated ability to develop, build and maintain strong client relationships

  • Excellent communication skills

  • Team oriented

  • Ability to analyze data and individual circumstances to recommend customized solutions

  • A valid Life licence and Mutual Funds licence

  • University Bachelors Degree

Please submit your resume and cover letter to michael.beatty@alpinewealth.ca
We thank all the Applicants, however, only those under consideration will be contacted.

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Mortgage referrals, insurance products, including segregated fund policies are offered through Alpine Wealth Management, and Michael Beatty offers mutual funds through Quadrus Investment Services Ltd. Quadrus Investment Services Ltd. and design, and Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd.

© 2024 by Alpine Wealth Management Ltd.

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