Associate Adviser - Private Wealth

Kearney Group is a financial services firm that is hiring an Associate Adviser - Private Wealth. The role involves providing client service, advice implementation, and administrative support to the Private Wealth division. The ideal candidate should have experience in Statement of Advice (SOA) and strategy development, exceptional client rapport, and technical knowledge.

Requirements

• RG 146 Compliant or on pathway to same
• Bachelor Degree (Business, Finance, or Economics preferred)
• Minimum 18 months in strategic financial planning
• Minimum 12 months producing Statements of Advice (SOAs)

Benefits

• Hybrid working options
• Beautiful new office in Abbotsford
• Award-winning team
• People-positive culture