Associate Advisor

4 weeks ago


London Ontario KZ, Middlesex, Canada Desjardins Financial Security Independent Network... Full time
ASSOCIATE ADVISOR Desjardins Financial Security Independent Network

Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a long-term career in a culture that embraces work life balance then this may be the place for you.

The Associate Advisor provides exceptional client service to our existing clients and supports the Principal Advisor by preparing for client meetings and executing recommendations to financial plans.

This position requires a high level of professionalism, attention to detail, and the ability to work independently. A strong background in finance or a related field is preferred. Please note that this job description is not exhaustive and may be subject to change based on the needs of the organization.

Responsibilities:

  • Conduct research and analysis to develop financial plans for clients
  • Provide ongoing client service and support
  • Utilize customer relationship management (CRM) tools to track interactions and maintain client records
  • Assist with cash management, including budgeting and forecasting
  • Collaborate with Principal Advisor to develop and implement investment strategies
  • Monitor and manage client portfolios

Skills:

  • Strong analytical skills with the ability to research and analyze financial data
  • Excellent communication and interpersonal skills for building relationships with clients
  • Knowledge of investment management principles and strategies
  • Understanding of financial planning and retirement

Qualifications:

  • Mutual Funds licence
  • Life Insurance licence
  • Strong preference will be given to candidates who have the CFP designation or are actively working towards obtaining it
  • Driver's licence and car

Core Competencies:

  • Strong client services orientation
  • Strong team player

Compensation:

  • Salary
  • Employee benefits and RRSP matching program

We are committed to the highest level of customer service, community involvement and innovation in our industry. We operate with a team-based mentality and are invested in the wellbeing and growth of our employees.

Our vision is to be an industry leader and innovator in providing tailored solutions to protect the long-term wellbeing of clients and their families. It is our commitment to always act in the client's best interest; to ensure a fair, ethical, and caring practice, and lead the industry with the highest service standards, professionalism, and compliance.

#J-18808-Ljbffr
  • Associate

    4 weeks ago


    London, Ontario, K5Z, Middlesex, Canada Banque Nationale du Canada Full time

    A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Responsibilities:Ensure...

  • Associate

    4 weeks ago


    London, Ontario, K5Z, Middlesex, Canada Royal Bank of Canada Full time

    Job Summary Job Description What is the opportunity? RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. For more information,...


  • London, Ontario, K5Z, Middlesex, Canada Sephora USA, Inc Part time

    Job ID: 252608Location: ON-Westwood Power Centre (1554)Address: 3099 Wonderland Rd S Unit #1, London, ON N6L 1R4, Canada (CA)Full Time/Part Time: Part TimePosition Type: TemporaryWho we are behind the stripes:Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was acquired by luxury group Moët Hennessy Louis...


  • London, Ontario, K5Z, Middlesex, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 203327As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches...

  • Benefits Associate

    3 months ago


    London, Ontario, Middlesex, Canada Selectpath Full time

    POSITION OVERVIEW:The Benefits Associate will assist Advisors in building and sustaining strong client relationships. This role involves providing direct client support and education, advocating for clients, and ensuring their needs are met. With a primary objective of providing comprehensive client care, the Benefits Associate will also work in...


  • London, Ontario, K5Z, Middlesex, Canada Ecolab Full time

    ```html Job Description Ecolab is seeking a Brand Protection Advisor to join its EcoSure division, an industry leader in food safety and total quality assurance. Our specialists are valued food safety & QA experts, trusted by our customers in the food service, long term care, and hospitality industry. We are seeking professionals to provide best-in-class,...


  • London, Ontario, K5Z, Middlesex, Canada MNP Full time

    ```html Job Details Description Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our Recovery & Restructuring team as a Consultant. This diverse team of professionals assists lenders and debtors...


  • London, Ontario, K5Z, Middlesex, Canada MNP LLP Full time

    Consultant, Recovery and Restructuring (Hybrid) Job Category: InsolvencyRequisition Number: CONSU011020Apply now Posted: August 21, 2024 Full-Time Hybrid LocationsShowing 1 locationInspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of...


  • London, Ontario, K5Z, Middlesex, Canada Scotiabank Full time

    Requisition ID: 205463Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThe Franchise Specialist is part of a national team responsible for leveraging market area expertise for the profitable growth of the Bank’s franchising portfolio in their region and for developing new customer acquisitions.In...

  • Associate Advisor

    5 months ago


    London, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    **ASSOCIATE ADVISOR**: **Desjardins Financial Security Independent Network**: Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking...

  • Associate Advisor

    5 months ago


    London, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    **ASSOCIATE ADVISOR**: **Desjardins Financial Security Independent Network**: Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking...

  • Associate Advisor

    4 weeks ago


    London, Canada Desjardins Financial Security Independent Network... Full time

    ASSOCIATE ADVISOR Desjardins Financial Security Independent Network Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...

  • Associate Advisor

    4 weeks ago


    London, Canada Desjardins Financial Security Independent Network... Full time

    ASSOCIATE ADVISOR Desjardins Financial Security Independent Network Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...


  • London, Canada Cooperators Full time

    The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business...


  • London, 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...

  • Associate Advisor

    4 weeks ago


    Ottawa, Ontario, H2B, Montréal, Canada Desjardins Financial Security Independent Network... Full time

    ASSOCIATE ADVISOR Desjardins Financial Security Independent Network Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...


  • London, Canada Buss Financial Group Full time

    **About us** Buss Financial Group is committed to the highest level of customer service, community involvement and innovation in our industry. We operate with a team-based mentality and are invested in the wellbeing and growth of our employees. Our vision is to be an industry leader and innovator in providing tailored solutions to protect the long-term...


  • London, Canada Jon Collings & Associates Inc Full time

    **Associate Financial Advisor Jon Collings& Associates Inc. (The Co-operators) -London, ON** **Job Description**: An advisor with The Co-operators in London, ON is seeking a career-oriented professional to join their team. As part of Jon Collings' team, you will build and develop customer relationships within the community to promote our products and...


  • Brampton, Ontario, Peel region, Canada Financial Services Full time

    About Us: We are dedicated to providing exceptional financial planning and investment management services to our clients. Our team is passionate about helping individuals and families achieve their financial goals through personalized strategies and unparalleled expertise. We are currently seeking a motivated and detail-oriented Associate Financial Advisor...


  • London, Canada GoodLife Fitness Full time

    Position Description **FIT4LESS **ASSOCIATE & LABOUR RELATIONS ADVISOR***: **Who is an Associate & Labour Relations Advisor?** This role is responsible for providing guidance and assistance to key players within the organization on performance management, employment law, and termination matters. The individual will also be knowledgeable concerning...


  • London, Canada Canada Life Assurance Company Full time

    **Description: - Permanent Full Time- As the Associate Manager, Advisor and Quadrus Compliance, you will help to ensure regulatory compliance for Quadrus mutual fund dealer, Canada Life for both insurance and wealth distribution lines of business as well as advisor practices. This includes developing and refining processes to improve compliance and reduce...


  • Old Toronto, Ontario, CA Iaawg Full time

    Associate Investment AdvisorLocations: Toronto, Ontario; Montreal, Quebec; Quebec, QuebecTime Type: Full timePosted On: Posted YesterdayJob Requisition ID: JR10020817Job DescriptionAbout The Role:Reporting to the Director, iA Wealth Advice Centre, the Associate Investment Advisor will support both Admin Assistants and Investment Advisors on the team. They...


  • Old Toronto, Ontario, CA iA Financial Group Full time

    Job category: Customer Service and Administrative SupportReporting to the Director, iA Wealth Advice Centre, the Associate Investment Advisor will support both Admin Assistants and Investment Advisors on the team. They will have the opportunity to broaden their experience in the investment industry by supporting investment advisors and building a book of...


  • Barrie, Ontario, A4N, Simcoe region, Canada Raymond James Financial Full time

    Raymond James Ltd. is seeking an experienced Associate Advisor/Associate Portfolio Manager to work in our Barrie office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.You will work...


  • Barrie, Ontario, A4N, Simcoe region, Canada Raymond James Financial, Inc. Full time

    Associate Financial Advisor 2303334 Raymond James Ltd. is seeking an experienced Associate Advisor/Associate Portfolio Manager to work in our Barrie office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their...


  • London, Ontario, Canada National Bank Full time

    Wealth Management Associate Role at National BankAs a **Wealth Management Associate** at National Bank, you will play a pivotal role in supporting our investment advisors to deliver **top-notch service** to our esteemed clientele. Your responsibilities will include assisting in the management of client portfolios and ensuring that their financial needs are...


  • London, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. **Your job**: - Diligently and...

  • Associate Wealth

    4 weeks ago


    Kitchener, Ontario, M2A, Waterloo region, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Associate Wealth

    4 weeks ago


    Old Toronto, Ontario, CA Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...