Financial Advisor Associate

6 months ago


Brantford, Canada Brittain Group Financial Services Full time

Financial Advisor Associate

We are a dynamic financial services organization operating out of Brantford, Ontario. This position is ideal for an energetic individual prepared to deliver exemplary service to our valued clients through a collaborative team effort.

Who you are:

- Client-centered, putting client interests first
- Entrepreneurial
- Curious and willing to dig deep to find solutions to complex problems
- Able to build strong, lasting relationships with clients
- Able to work independently and in a team
- Willing to be flexible, occasionally working long hours

Key Responsibilities:

- Review client accounts, maintain account lists, and track client documentation
- Work alongside and in collaboration with the administrative support team in various task and projects, for the benefit of the Advisors and Associate
- Proactively communicate with clients and respond to developing needs, resolve issues or problems and following up as appropriate
- Provides advice, guidance and education to clients in the areas of investment, retirement, taxes, insurance and estate planning

Qualifications Required:

- Strong desire for a career within the financial services industry
- Strong business acumen and financial industry knowledge
- At minimum CIFC licensing is required
- Holds or pursuing the CFP® designation

Added Value:

- Extensive knowledge of current MFDA (CIRO) compliance standards and regulations
- Experience with leading edge resources, CRM and FP software
- Life license qualification program (LLQP), or willingness to obtain
- Existing book of business

Pay: $40,000.00-$80,000.00 per year

**Benefits**:

- Disability insurance
- Flexible schedule
- Life insurance

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday
- Overtime

Work Location: In person



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