Associate Financial Advisor

3 weeks ago

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 to join our dynamic team.

Position Overview: As an Associate Financial Advisor, you will support the Senior Financial Advisors in delivering comprehensive financial planning and advisory services. You will play a crucial role in assisting clients with their financial needs, building relationships, and contributing to the overall success of our firm. This position offers an excellent opportunity for career growth and development in the financial advisory field.

Key Responsibilities:

  • Client Support: Assist with client onboarding, preparation of financial plans, and regular client reviews. Respond to client inquiries and provide exceptional customer service.
  • Financial Planning: Collaborate with senior advisors to develop and implement customized financial plans, including retirement planning, investment strategies, tax planning, and estate planning.
  • Research and Analysis: Conduct research on investment products, market trends, and financial strategies. Analyze client portfolios and performance reports to ensure alignment with their goals.
  • Administrative Tasks: Prepare client presentations, documentation, and reports. Maintain accurate and up-to-date client records in compliance with regulatory requirements.
  • Compliance: Ensure all financial activities adhere to industry regulations and company policies. Stay informed about changes in financial regulations and industry best practices.
  • Professional Development: Continuously enhance knowledge of financial products, services, and market trends. Pursue relevant certifications and training to advance in the financial advisory profession.

Attributes:

  • Client-focused with a commitment to delivering high-quality service.
  • Ability to work both independently and as part of a team.
  • Eagerness to learn and grow within the financial advisory profession.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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