Associate Advisor

3 weeks ago


Surrey BC, Canada The Human Touch Full time

On behalf of our client a Family office, we are seeking a driven and detail-oriented Associate Advisor to join the team and help guide their clients toward their financial goals. As an Associate Advisor, you will work closely with existing clients to develop and execute personalized investment and wealth management strategies while ensuring exceptional service and ongoing financial planning.
Consult with clients to understand their financial goals, risk tolerance, and investment objectives, offering tailored investment strategies.
Provide ongoing service by monitoring portfolios, assessing insurance needs, and making recommendations as needed.
Develop personalized financial planning and wealth management strategies using internal software tools.
Collaborate with team administrators and assist with administrative tasks such as updating client records, preparing reports, and ensuring compliance with regulatory requirements.
Foster an innovative, creative, and collaborative environment focused on continuous improvement and excellent service.

Strong commitment to client service with excellent verbal, written, and phone communication skills.
~ Financial literacy with knowledge of terms such as Net Worth, RSPs, RIFs, TFSAs, PACs/SWPs, and other investment concepts.
~ Proficiency in MS Office, scheduling, and data entry.
~ Insurance license with experience in processing insurance applications.
IIROC securities licensed.
If you are passionate about helping clients achieve financial success and enjoy working in a collaborative environment, we’d love to hear from you


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