Associate Financial Consultant Opportunity

Associate Financial Consultant Opportunity 
Krall & Williams Group – Red Deer, Alberta 

Krall & Williams Group has an exceptional opportunity for a qualified Associate Financial Consultant to join a tenured financial services practice in Red Deer, Alberta. 

The Associate will be joining a well-established practice that specializes in solution-based planning for professionals, business owners, high-net-worth pre-retirees, and retirees. These clients require an advanced skill set to achieve growth-oriented and tax-efficient results. The Associate’s current practice will align with this target market and demographic. 

The qualified individual is seeking a long-term career with future equity and ownership within Krall & Williams Group, helping to grow the practice and support senior consultants with succession planning. 

The successful candidate will be well-versed in financial planning software and competent in managing and onboarding new clients.  

Responsibilities include: 

• Managing clients to develop high-net-worth introductions  

• Servicing clients and managing their expectations  

• Gathering client data to prepare financial plans and offer tailored solutions 

• Assisting the team in reviewing client information and formulating recommendations 

• Building client relationships as part of the team and independently 

Qualifications: 

• CFP designation or equivalent, or actively working towards completion 

• MFDA, AMF, or IIROC (RR) license 

• Life insurance license or actively working towards completion 

• Minimum 5+ years of industry experience, managing an existing client base 

• Excellent written and verbal communication skills 

• Strong MS Office skills (Outlook, Word, Excel, PowerPoint) 

• Professional phone and face-to-face communication 

Additional attributes: 

• Strong ability to connect with and manage client relationships 

• Self-confident, coachable, and high integrity 

• Proven record of positive client outcomes, introductions, and new business 

• Desire to learn, be mentored, and mentor others 

Making the most of your wealth, and your life –  

Personalized wealth strategies that turn success into lasting freedom. 

Trevor Krall, B of Mgt, EPC®, QAFP 

Executive Consultant 

IG Wealth Management Inc. 
Mutual Fund Division 

Lionel Williams, CFP®, CLU, MFA-P 

Senior Financial Consultant 

IG Wealth Management Inc. 
Mutual Fund Division 

For more information or to apply, please contact Trevor Krall at trevor.krall@ig.ca and “cc” Megan Callihoo at megan.calihoo@ig.ca. 

Disclaimer: This is a full-time opportunity to establish a variable-income and self-employed business in association with IG Wealth Management. Submissions are subject to an initial and ongoing review process. IG Wealth Management offices are located in all provinces and territories in Canada. Please submit your Résumé/Application only to one office.