Financial Advisor at Great-West Lifeco, Brandon, Manitoba

Job Description

Company Overview:
Great-West Lifeco is a leading financial services holding company in Canada, with a strong presence in Brandon, Manitoba. As part of the Power Financial Corporation group of companies, Great-West Lifeco offers a wide range of financial products and services to individuals, families, and businesses across the country. With a focus on innovation, customer service, and financial stability, Great-West Lifeco is committed to helping clients achieve their financial goals.

Key Responsibilities for Financial Advisor:
- Provide personalized financial advice and recommendations to clients based on their individual financial goals and risk tolerance
- Develop and implement financial plans, including investment strategies, retirement planning, and insurance solutions
- Conduct thorough financial analyses to assess clients' current financial situations and identify areas for improvement
- Monitor and review clients' investment portfolios regularly to ensure alignment with their financial objectives and market conditions
- Stay up-to-date on market trends, financial products, and industry regulations to provide clients with accurate and timely advice
- Build and maintain strong client relationships through regular communication and exceptional customer service

Required Qualifications:
- Minimum of a Bachelor's degree in Finance, Economics, Business, or a related field
- Certified Financial Planner (CFP) designation or equivalent certification
- At least 2-3 years of experience in financial planning, investment advisory, or wealth management
- Proficiency in financial planning software and tools
- Strong understanding of investment products, insurance options, and tax implications
- Excellent communication skills and ability to explain complex financial concepts in a clear and concise manner
- Registration with the appropriate regulatory bodies (e.g., IIROC, MFDA) is required

Desired Skills:
- Master's degree in Finance or related field
- Additional certifications such as Chartered Financial Analyst (CFA) or Personal Financial Specialist (PFS)
- Experience working with high-net-worth clients or specialized financial planning areas
- Bilingual proficiency in English and French
- Strong networking and business development skills

Compensation & Benefits:
The annual salary range for the Financial Advisor position at Great-West Lifeco in Brandon, Manitoba, Canada is between $60,000 to $80,000 CAD, commensurate with experience and qualifications. In addition to competitive pay, employees are eligible for a comprehensive benefits package that includes health and dental coverage, retirement savings plans, paid time off, and professional development opportunities.

How to Apply:
To apply for the Financial Advisor position at Great-West Lifeco in Brandon, Manitoba, please submit your resume and cover letter through the company's official career portal. Only qualified candidates will be contacted for further evaluation. Thank you for considering a career with Great-West Lifeco.

Required Skills

  • Accounting software (QuickBooks
  • Sage
  • SAP)

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