Financial Advisor Associate

3 days 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



  • Brantford, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    Financial Security Advisor Trainee Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What's holding you back from becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and...


  • Brantford, Canada Tandia Financial Credit Union Full time

    **We invest in people.** Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking an Associate to join our team in Brantford. This is a full-time temporary role and work hours are Monday to Friday with occasional Saturday shifts. Do you have a talent for inspiring people and leading by example while helping...


  • Brantford, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    Insurance Broker/Advisor BECOME A PART OF OUR SUCCESS STORY.Are you currently a Financial Services Professional/Insurance Advisor/Broker? Do you want to take your career to the next level?At Desjardins Financial Security Independent Network (DFSIN), due to our exceptional growth we are looking for highly motivated individuals to join our network at one of...


  • Brantford, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • BRANTFORD, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?The RBC Dominion Securities branch located in Brantford is seeking an Associate to provide administrative support to a successful Advisory Team.  You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor...


  • BRANTFORD, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?The RBC Dominion Securities branch located in Brantford is seeking an Associate to provide administrative support to a successful Advisory Team.  You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor...


  • Brantford, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?The RBC Dominion Securities branch located in Brantford is seeking an Associate to provide administrative support to a successful Advisory Team.  You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor...


  • Brantford, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?The RBC Dominion Securities branch located in Brantford is seeking an Associate to provide administrative support to a successful Advisory Team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor...


  • Brantford, Canada Tandia Full time

    **We invest in people.** Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking an Associate to join our team in Brantford. The work hours will vary between 18-24 hours per week, Monday through Friday with occasional Saturday shifts. This position starts at $29.12 per hour. Do you have a talent for...


  • Brantford, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Find our story here: About Meridian **Our Retail Banking Practice**: Our vision is to be recognized as the financial...


  • Brantford, Canada Cowan Insurance Group Full time

    You’re **knowledgeable **in the **Investment industry** You’re a **communicator **- strong communication skills both verbally and written You’re **self-motivated** - ability to work independently and as a team. If you’re nodding, this **Client Service Associate **role in the **Wealth Division** at Cowan Benefits Ltd. **What’s the...


  • Brantford, Ontario, Canada Cowan Insurance Group Full time

    You're knowledgeable in the Investment industryYou're a communicator - strong communication skills both verbally and writtenYou're self-motivated - ability to work independently and as a team.If you're nodding, this Client Service Associate role in the Wealth Division at Cowan Benefits Ltd.What's the ask?Reporting to the Operations Manager, Wealth...

  • Service Advisor

    3 weeks ago


    Brantford, Canada Genuine Tire & Auto Full time

    Job Summary: We are seeking a highly motivated and customer-oriented Service Advisor to join our team. As a Service Advisor, you will be the primary point of contact for customers bringing their vehicles in for service or repair. Your role will involve providing exceptional customer service, assessing vehicle issues, and recommending appropriate...


  • Brantford, Canada Novak Private Wealth Counsel Full time

    **About Us**: We are a leading financial services firm dedicated to providing exceptional wealth management solutions to our clients. With a commitment to advancing with technology and a focus on building long-term relationships, we have earned a reputation for integrity and expertise in the industry. We are currently seeking a highly organized and...

  • Beauty Advisor

    1 month ago


    Brantford, Canada Sephora Full time

    **Job ID**: 243008 **Location**: ON-Lynden Park Mall (1604) **Address**: 84 Lynden Road, D7, Brantford, ON N3R 6B8, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris....

  • Beauty Advisor

    4 weeks ago


    Brantford, Canada Sephora Full time

    **Job ID**: 243008 **Location**: ON-Lynden Park Mall (1604) **Address**: 84 Lynden Road, D7, Brantford, ON N3R 6B8, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris....

  • Beauty Advisor

    1 month ago


    Brantford, Canada Sephora Part time

    Job ID: 243008 Location: ON-Lynden Park Mall (1604) Address: 84 Lynden Road, D7, Brantford, ON N3R 6B8, Canada (CA) Hourly/Salaried: Hourly (Non-Exempt) Full Time/Part Time: Part Time Position Type: Regular Who 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...

  • Beauty Advisor

    4 weeks ago


    Brantford, Canada Sephora Part time

    Job ID: 243008 Location: ON-Lynden Park Mall (1604) Address: 84 Lynden Road, D7, Brantford, ON N3R 6B8, Canada (CA) Hourly/Salaried: Hourly (Non-Exempt) Full Time/Part Time: Part Time Position Type: Regular Who 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...


  • Brantford, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor Trainee.Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Insurance Advisor Trainee at our Brantford, ON office. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is...


  • Brantford, Ontario, Canada Novak Private Wealth Counsel Full time

    About Us: We are a leading financial services firm dedicated to providing exceptional wealth management solutions to our clients. With a commitment to advancing with technology and a focus on building long-term relationships, we have earned a reputation for integrity and expertise in the industry. We are currently seeking a highly organized and professional...