Associate

Join Our Team!

At David Alexander & Associates, our mission is simple yet powerful: to empower clients to achieve financial freedom through sound, strategic, and principled financial planning. We are seeking a knowledgeable and experienced Financial Planner who is not only passionate about creating financial security for clients but also radiates positivity and inspires others. If you’re someone who brings awesome energy, motivation, and inspiration to the room, we’d love to meet you!

Why Join Us?

At David Alexander & Associates, culture and character matter. We pride ourselves on maintaining an organized and thriving practice with an exceptional client base. Guided by a clear principle—“Is this in the best interests of the Canadian families in our care?”—we approach financial planning with integrity and dedication.

Our team isn’t just about delivering excellent results; we genuinely enjoy what we do and have fun along the way. We understand the challenges financial planners face, such as managing time and building meaningful client relationships. That’s why we’ve structured our practice to ensure clients receive personalized attention and care. With cutting-edge technology, streamlined business systems, and a dedicated team, we create an environment where both clients and advisors thrive.

David Alexander & Associates is ranked within the top 100 practices at IG Private Wealth Management, a Power Corporation company with over 90 years of history in Canada. For over 21 years, we’ve proudly served a niche group of families, entrepreneurs, professionals, and business owners in Calgary and the surrounding areas.

We believe in the power of relationships. Our practice is designed to give advisors the time and capacity to foster meaningful connections, deliver tailored financial plans, and exceed client expectations.

If this sounds like an opportunity where you can thrive and make an impact, we’d love to hear from you!

About the Role: Associate Advisor

This role is designed for someone who is passionate about financial planning and thrives on building strong client relationships. This is not an entry level position. The ideal candidate has an existing financial planning practice and is comfortable networking and connecting with people in diverse settings.

As an Associate Advisor, you will play a vital role in delivering top-tier financial plans utilizing industry-leading technology. This position also offers growth opportunities, including taking on leadership responsibilities and managing key client relationships over time.

Attributes:

• Looking to grow, with a positive energy and mindset
• Strong attention to detail. This is exceptionally important!
• The ability to connect with, motivate and influence others
• Self-confident but highly coachable with a high level of integrity
• Demonstrated track record of helping clients achieve positive outcomes, and attracting referrals, introductions, and new business

Qualifications:

• Securities licensed
• LLQP certification (or willing to obtain)
• CFP designation (or willing to obtain)
• Minimum 8 years of financial planning experience
• Excellent written, verbal and computer skills
• Interact professionally yet comfortably with clients by phone, email and in person

Key Responsibilities:

• Building relationships with clients both independently and alongside the team
• Design and implement business development strategies to grow the client base
• Build, maintain and deliver comprehensive financial plans for our clients
• Identifying opportunities to serve existing clients, and approach new clients
• Gathering information from clients to prepare plans/proposals