Associate Advisor/financial Advisor

4 weeks ago


Brantford, Canada Brant Financial Group of Assante Capital Management Full time

**Overview**

**Responsibilities**
- Meet with clients, build rapport and conduct discovery conversations.
- Conduct thorough research and document proper CRM & KYP requirements.
- Make recommendations to help our clients' financial affairs be more efficent with regards to debt, taxation, investments, retirement, eductions etc.
- Maintain proper licensing requirements such as CE credits.
- Provide support to the primary advisor where needed.
- Stay updated on changes in regulations that impact our industry.

**Qualifications**
- CIRO (formerly IIROC licensed) or willing to upgrade by writing the CSC exam.
- Experiance meeting clients in an advice-giving environment.
- Strong analyIcal and research skills with attention to detail.
- Proficient in math and financial analysis, with experience in financial services being a plus.
- Excellent organizational skills and the ability to manage multiple tasks simultaneously.
- Strong communication skills, both written and verbal, for effective collaboration with clients and team members.
- Previous experience in a similar role or industry is advantageous but not required.

Pay: $50,000.00-$70,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- RRSP match

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

**Experience**:

- Research: 2 years (required)
- Financial services: 2 years (required)
- Analysis skills: 2 years (required)
- Organizational skills: 2 years (required)

Licence/Certification:

- CSC (preferred)

Work Location: In person



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