Associate to Wealth Advisor

Join our rapidly growing financial planning and advisory practice, committed to providing personalized and strategic financial solutions to our clients. We are a team that values integrity, excellence, and innovation. This is a great opportunity for a highly organized and motivated financial services professional that would like to help shape a leading financial planning practice.

The individual must be detail and service oriented and have experience with workflow and processes, ideally within the financial services industry.

As the role is mastered, there may be opportunities to take on greater leadership within the team or have greater client interaction.

Your responsibilities will include, but not be limited to:

• Proactively resolving client issues, concerns, and request.
• Manage client communications, ensuring timely and accurate responses.
• Prepare and analyze financial reports and documentation.
• Conduct market research to support investment strategies.
• Calendar management.
• Utilization of the Microsoft Office suite to maintain records, presentations, and reports.
• Processing new business including completing and submitting applications.
• Assisting in the preparation of a prospect or client file prior to meetings.
• Maintaining updated client files and database.
• Assist Wealth Advisors in developing financial plans for clients.
• Keeping track of client life events and changes.

To qualify for this opportunity, you should possess:

• Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience.
• MFDA/AMF or RR IIROC license and LLQP certification (or willing to obtain).
• Experience in the financial services industry an asset.
• Strong computer skills in the MS Office Suite (Outlook, Word, Excel, Power Point).
• Strong verbal and written communication skills.
• Customer service orientation, with a demonstrated ability to professionally interact with clients, both on the phone and face to-face.
• Excellent organizational and time management skills, with the ability to quickly adapt to ever-changing priorities/time restrictions.

You should also have the following attributes:

• Self-starter who takes initiative and can work independently
• Good listener.
• Problem solver with an ability to anticipate and understand future steps necessary to accomplish tasks Enthusiastic.
• Flexible and willing to adapt and evolve.

What We Offer:
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- Collaborative and supportive work environment.
- Commitment to work-life balance including work from home.