Private Wealth Management Associate

Associate Financial Advisor - North York, ON

Seeking a self-motivated and disciplined Associate Financial Advisor to join our practice in a client servicing role as a full-time, in-office team member. As an Associate, you will support lead advisors by providing comprehensive financial planning and client servicing support.

Position Overview:

• Support all financial planning activities, including in-depth analysis, financial plan creation, execution of strategic concepts, and ongoing maintenance and tracking
• Explain product and services to clients directly and support all activities to further client relationships
• Identify new business opportunities from existing families
• Support all practice management activities including account reviews, executing trade orders, compliance adherence, documentation tracking and maintenance of account lists

What we’re looking for in you

• Minimum 3 years' of industry experience 
• MFDA license in place
• Life License Qualification Program completion (or willing to obtain) 
• Certified Financial Planner (CFP) designation is a plus, or willingness to work towards CFP
• Experience in role involving financial planning and using financial planning software
• Excellent written and verbal communication skills
• Strong computer skills in MS Office Suite (Outlook, Word, Excel, PowerPoint)
• Desire to work in a successful and dynamic practice where each team member may wear more than one hat
• Critical thinker who can come up with unique ways to solve problems
• Self-starter who takes initiative and can work independently