Junior Financial Advisor

2 weeks ago

Bedford, Canada Trinity Wealth Partners Full time

Job Overview:
We are seeking a motivated and detail-oriented individual to join our team as a Junior Financial Advisor. In this role, you will provide support to senior financial advisors and assist with various financial planning tasks. This is an excellent opportunity for someone looking to start their career in the financial services industry.

**Duties**:

- Conduct research and analysis on financial markets, investment opportunities, and industry trends
- Assist in the preparation of financial plans and strategies for clients
- Collaborate with senior advisors to develop customized investment portfolios
- Monitor client accounts and provide regular updates on performance
- Assist with cash management activities, including budgeting and expense tracking
- Prepare reports and presentations for client meetings
- Provide exceptional customer service by addressing client inquiries and concerns

**Requirements**:

- Bachelor's degree in finance, accounting, or a related field
- Strong mathematical skills with the ability to analyze complex financial data
- Proficiency in conducting research and utilizing financial software tools
- Knowledge of accounting principles and financial markets
- Excellent communication and interpersonal skills
- Detail-oriented with strong organizational abilities
- Ability to work independently as well as part of a team

Please note that all positions at our company are paid, including internship positions.

**Job Types**: Full-time, Apprenticeship

Pay: $60,000.00-$65,000.00 per year

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Employee stock purchase plan
- Extended health care
- Flexible schedule
- Life insurance
- Paid time off
- Profit sharing
- RRSP match
- Vision care
- Wellness program
- Work from home

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay
- Retention bonus
- Signing bonus

**Experience**:

- client facing financial services: 2 years (required)

Licence/Certification:

- MFDA license (required)

Work Location: Hybrid remote in Bedford, NS B4A 1B8

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