Associate Financial Advisor

7 days ago

London, Ontario, Canada Assante Wealth Management - The Andrews Group Full time

Position:
Associate Financial Advisor

Company:
Assante Wealth Management/The Andrews Group

Location:
London, Ontario

We are hiring for one of our wonderful clients in the wealth management industry.

Assante Wealth Management/The Andrews Group is a well-established firm providing exceptional and trusted wealth planning advice to discerning clients.

The
Associate Financial Advisor is a key member of the advisory team who will support the lead advisor with a variety of planning activities for clients as well as provide advice/meet directly with a segment of clients.


Do you want to make a difference in the lives of clients providing exemplary wealth planning expertise and advice? We are expanding our team and looking for a dynamic and collaborative planner/advisor who is passionate about having an impact on the lives of clients.


This is a fantastic long-term opportunity to gain experience in a wealth management business, grow your skills as a planner and advisor, and participate in a growing and evolving business.

If you are looking for a long-term career in financial planning with the opportunity to grow, this position is for you.


Our Ask:

  • Canadian Securities Course preferred
  • Some industry knowledge and/or experience that may include an understanding of the following core areas: tax, (personal/corporate) investment, risk management and estate planning
  • Previous experience with client relationship management is an advantage
  • College or University degree preferred.
  • Certified Financial Planner designation an asset
  • Proficient computer skills including Microsoft office suite, Client Relationship Management (CRM's) systems, Financial Planning software, etc.

Who are you?

  • A positive, optimistic, and collaborative communicator
  • An independently driven and motivated individual who thrives with autonomy and responsibility
  • Efficient, effective, and accurate work practices
  • A genuine interest and curiosity in others
  • Proactive, intuitive and flexible
  • Highly developed interpersonal skills enabling you to identify, and resolve spoken and unspoken needs of clients
  • Organized, analytical and detail oriented
  • Innovative and progressive with respect to service and internal processes to maintain and grow our distinctive advantage within the industry

Responsibilities and Activities:

  • Prepare for client meetings focusing on strategy and planning
  • Meet with and provide advice to clients to help them achieve their goals
  • Respond to client inquiries and questions in a timely and accurate manner
  • Communicate with clients' other professionals such as lawyers and accountants
  • Participate in business development and community activities that may include workshops, client appreciate events, social media, video/blogs, etc.
  • Prepare financial planning reports including financial projections
  • Prepare some paperwork and processing of account opening, executing trades, transfers, and follow up on execution
  • Perform other duties, as assigned by lead advisor

Your Skills:

  • Excellent oral and written communication with an ability to create clientfacing wealth plans using plain language
  • Impeccable time management and organizational skills
  • Strong analytical and problemsolving skills with an ability to think "out of the box"
  • Management of wealth plans including coordinating activities with external advisors
  • Establish and track milestones to progress the plan
  • Prepare and update financial plans and reports such as financial projections, estate, tax, and risk management
  • Work closely and collaboratively with colleagues with a shared focus on delivering exceptional and seamless client service
  • Prepare trading instructions and maintain accurate client communication and portfolio records

Why Us?

  • Ability to grow and progress your career as you develop your skills
  • Flexibility and Autonomy
- "Non-sales" driven environment

  • On the job training learning established processes and workflows
  • Engaging & supportive team dynamic
  • Training & development opportunities
  • Competitive compensation
  • Health & dental benefits
  • RRSP Matching Program
- $500 annual fitness benefit

  • Free parking downtown London
Ladder HR Solutions proudly serves companies across Canada. Our team are specialists in their areas of interest. Our passion is HR.

Benefits:

  • Dental care
  • Extended health care
  • Vision care

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday

Ability to commute/relocate:

  • London, ON N6B 1Z5: reliably commute or plan to relocate before starting work (required)

Education:

  • Bachelor's Degree (preferred)

Experience:

  • Financial services: 1 year (required)
  • Customer relationship management: 1 year (required)

Work Location:
In person

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