Advantage Financial Services is one of the largest independent financial services offices in Southern Alberta, catering to high-net-worth business owners and professionals across the country. We focus our investment practice on stable, high-quality investments – both in the public and private markets. We round out our practice by including estate and tax planning and a full suite of business and personal insurance services. Advantage Financial is focused on growth and seeks to employ people looking to advance in their careers. We operate in a challenging and dynamic work environment with room for advancement for those willing to put in the work and effort.

The Trader/Financial Advisor position has a trajectory for advancement within our firm. A candidate’s education and soft skills are important, however, related financial industry experience is an asset. Candidates who have been immersed in a similar working environment through an internship or other work placement is also an asset. We are open to speaking with existing financial advisors with a book of business that are interested in joining our team.

This position comes with the opportunity for advancement into financial advising and portfolio management roles for the right candidate. Additional opportunity for commission compensation through referrals.

This position requires a Criminal Record Check.

This is a hybrid position. The candidate must live in either Lethbridge, AB or in the southern Calgary area.

·       Execute daily stock trades in relative programs

·       Analyze existing client portfolios and identify rebalancing needs

·       Examine financial data, past market trends and current opportunities

·       Take direction from portfolio managers on trade instructions

·       Execute bulk trade instructions

·       Communicate with clients on portfolio updates and participate in client meetings

·       Strong data collection and analytical skills

·       Exceptional organizational skills

·       Strong eye for detail

·       Experienced knowledge of finance, stocks, bonds, investments, and other financial projects

·       Good business administration skills

·       Excellent verbal and written communication skills

·       CSC and/or TTC is an asset

·       Degree in finance/business is an asset, but not required

Apply and join our growing business today!

 We thank all applicants for their interest and wish to advise that only those candidates selected for an interview will be contacted. Appropriate accommodations will be provided upon request throughout the recruitment and employment process as required under the Accessibility for Ontarians with Disabilities Act (AODA).