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Associate Advisor/Financial Planner
3 months ago
Our client is seeking a driven Associate Advisor/Financial Planner to join their boutique financial services practice. They specialize in Wealth Management, Financial Planning, Insurance, and Group Benefits, offering their clients a comprehensive range of services including in-house accounting, estate law, mortgage specialists, and general insurance brokers.
Role Description
Are you passionate about financial planning and eager to make a difference in the lives of high net worth families? We are seeking a dedicated and detail-oriented Associate Advisor/Financial Planner to join a tight-knit team of approximately 12-15 staff. In this role, you will manage client portfolios, develop personalized investment strategies, analyze financial data, conduct trades, and provide exceptional financial planning services. You will work closely with clients to understand their unique financial goals and help them achieve their dreams through tailored strategies.
Qualifications
Exceptional analytical skills in Finance and Financial Planning
Proven experience in managing investments and conducting trades
CFP designation required (or QAFP at minimum)
Proficient in utilizing financial planning software and tools
In-depth knowledge of financial markets and investment strategies
Excellent communication and interpersonal skills
Strong ability to work independently and collaboratively as part of a team
Meticulous attention to detail and outstanding organizational skills
Bachelor's degree in Finance, Economics, or a related field preferred
Additional Benefits:
This role offers a hybrid work arrangement and employees will benefit from a competitive compensation package and a comprehensive benefits package.
About Us:
At DGA Careers, finding and assessing talented insurance professionals is what we do all day long, every day. DGA Careers has been proudly serving the Canadian insurance industry for over 25 years, as the largest executive search and recruiting company focused exclusively on the insurance industry. With offices in Toronto, Vancouver, Calgary, Edmonton and Montreal, DGA Careers is well-positioned to conduct searches with a national scope. Our unrivaled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.
Interested candidates, please contact Katie Ellwood at katie@dgacareers.com. If you are working with another DGA Recruiter, feel free to ask them about this position directly
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