Private Wealth Management Associate, Daumler & Associates- Calgary, AB
We are looking for an advisor to join our experienced Wealth Management practice. Our goal is to expand our team by adding an individual that wants to gain experience and further their career.
Daumler & Associates has been established in Calgary, Alberta for over 30 years. As a key member of our team, you can thrive in an entrepreneurial environment that provides industry-leading training and support, encourages personal growth, and fosters the achievement of excellence. This is a great full-time opportunity to build and be rewarded with equity ownership in the practice based on assets transitioned.
You are currently a successful financial advisor managing a book of clients. You are looking for a next level career opportunity to transition your clients and deepen your financial planning relationships. Drawing on previous experience in an advisory role, you will be responsible for growing the assets of a well-established, client-centric financial planning practice. If you consider yourself a self-motivated and disciplined individual with an entrepreneurial spirit who has a passion for business development and client service, look no further.
Here is a glimpse of the day-in-a-life:
To qualify for this opportunity, you should possess:
Benefits
About Daumler & Associates Private Wealth Management
Welcome to Daumler & Associates. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.
With a combined 40 years of experience, our team will help you build confidence in your future as we aim to protect and manage your wealth. Whether you are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share your wealth, we will strive to ensure that each part of your financial picture is synchronized with the others.
We will achieve this through accountability, a specialized collaborative approach, and our commitment to provide a superb client experience. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.
For more information please visit: robdaumler.com