Gee Insurance and Investment Group is seeking a motivated and client-focused Associate Financial Advisor to join our growing team. This is a dual-licensed advisory role designed for professionals who are passionate about delivering comprehensive financial planning solutions that integrate both investment and insurance advice.
The successful candidate will work closely with senior advisors to support existing clients, develop new business opportunities, and provide holistic financial guidance. This role is ideal for an advisor who values a client-first approach and recognizes that effective financial planning requires both wealth accumulation and risk management strategies.
The successful candidate must hold either a Life Insurance License or a Mutual Funds License and demonstrate a commitment to obtaining the second license. Our goal is to develop well-rounded advisors capable of providing integrated financial planning solutions that address all aspects of a client’s financial well-being.
Key Responsibilities
- Build and maintain strong client relationships through exceptional service and proactive communication.
- Conduct client discovery meetings and gather financial information.
- Assist in developing and implementing comprehensive financial plans.
- Provide advice and recommendations related to investments, insurance, retirement planning, estate planning, tax-efficient wealth accumulation, and risk management.
- Support ongoing client reviews and portfolio monitoring.
- Identify opportunities to deepen client relationships through additional financial planning, investment, and insurance solutions.
- Collaborate with internal team members to ensure a seamless client experience.
- Maintain compliance with all regulatory, licensing, and company requirements.
- Participate in business development initiatives and community engagement activities.
- Work toward becoming fully dual-licensed to provide integrated investment and insurance advice as part of a holistic planning process.
Qualifications
Required
Possession of either:
- A Life Insurance License (Alberta), and/or
- A Mutual Funds License (CIRO approved)
- Commitment to obtaining the second license within a mutually agreed-upon timeframe following employment.
- Strong interpersonal and relationship-building skills.
- Excellent verbal and written communication abilities.
- Strong organizational skills and attention to detail.
- Ability to work independently while contributing to a collaborative team environment.
- Valid driver’s license and reliable transportation.
Preferred
- Certified Financial Planner (CFP) designation.
- Candidates actively pursuing the CFP designation.
- Experience in financial services, insurance, wealth management, or financial planning.
- Knowledge of insurance products, investment solutions, and comprehensive financial planning strategies.
- Experience using financial planning and CRM software.
Compensation and Benefits
- Competitive compensation package consisting of salary, incentives, and performance-based opportunities.
- Ongoing mentorship and coaching from experienced advisors.
- Support for continuing education, licensing, and professional designations, including CFP certification.
- Opportunities for career advancement within a growing financial services practice.
- Collaborative and supportive team culture focused on client success.
About Gee Insurance and Investment Group
Gee Insurance and Investment Group is committed to helping individuals, families, and business owners achieve financial confidence through comprehensive insurance, investment, and financial planning solutions. We believe clients are best served when advisors can provide integrated advice across multiple disciplines rather than focusing on a single product category.
Our team is dedicated to delivering exceptional client service, building lasting relationships, and making a positive impact within the communities we serve. We welcome candidates who share our commitment to integrity, professionalism, lifelong learning, and putting clients first.
Pay: $80,000.00-$90,000.00 per year
Benefits:
- Dental care
- On-site parking
- Paid time off
Work Location: In person
