Associate, Hillaby & Associates Private Wealth Management - Calgary, AB

Enhance your career in an entrepreneurial environment
where you define your success & work as part of a team

The Associate Opportunity

You will be a fundamental affiliate of the Hillaby & Associates Private Wealth Management team based in Calgary, AB.

Within our practice, your professional and personal aspirations will surely be met. We want for your entrepreneurial and creative mind-set to thrive. We know you already inspire your clients, and we want you to bring that energy and enthusiasm for financial planning to our team. We have an impeccable training curriculum and employ cutting-edge financial planning tools. We want excellence and abundance for you as you shine in client acquisition and asset accumulation.              

If you are currently with a firm and manage a book of clients but do not see bigger possibilities for you or your family, reach out to us. We promise career flexibility, unlimited income potential, and a fun, professional work environment. Our compensation program and opportunity for equity ownership are certain to provide a fulsome lifestyle and powerful legacy for you and your loved ones. 

Ideal week:

• Focus on prospecting, client acquisition and asset transfers into the firm
• Run advanced financial planning discovery, analysis, and implementation of solutions
• Collaborate with seasoned local and national experts to create unique solutions aimed at growing wealth, saving tax and preserving financial legacies
• Building high-performing, tax-efficient, fee-transparent investment portfolios
• Utilizing our in-house administrative team to carefully onboard new clients
• Engage with centres of influence to attract high net worth client referrals
• Be involved in the community to raise financial planning awareness and to give back

Ideal candidate:

• Minimum of 5 years of experience in the financial services industry with an active book of assets
• Completed industry licensing –IIROC
• Life License Qualification Program (LLQP) or willing to obtain.
• A financial planning designation, such as CFP® or PFP designation considered an asset.
• Proven track record for sparking new relationships and bringing on high value clients
• This opportunity is well-suited for an advisor with existing relationships looking to transfer to a financial planning firm

Compensation:

• Combination of a fixed earnings amount and performance incentives
• Expected fixed earnings range of $80,000-$100,000 per year based on education/experience
• Total expected earnings range can be up to $250,000 per year based on clients transitioned
• Opportunity to build equity ownership in the practice and participation in a guaranteed practice succession plan.

About Hillaby & Associates Private Wealth Management
Hillaby & Associates Private Wealth Management is a leading Private Wealth Management practice located in southwest Calgary. With over 18 years of experience, our team is committed to helping affluent Canadians manage the complex and evolving needs of their wealth. We take a holistic approach to our clients’ overall financial well-being. Clients and their families are at the heart of everything we do, every day. We have helped clients across a range of needs and goals that include: pre-retirees and retirees, business owners and entrepreneurs, executives, families, and healthcare professionals. For more information, please visit About Us | Hillaby & Associates (greghillaby.com)