Associate Financial Advisor

**Job Summary**
As an Associate Financial Advisor, you will assist an experienced Certified Financial Planner with all elements of managing a financial planning practice, including but not limited to: client service, administration, marketing initiatives, and, providing financial guidance and advice to clients, helping them make informed decisions about their money and financial future.

This position will start off as a paid apprenticeship, with the ability to become permanent, based solely on achieving performance targets over 6 month intervals, over a 3 year period.

While learning, and assisting with the the operations of Multi-Gen Wealth Group, you will have the opportunity to build your own practice, earning 100% of the commission generated by your own clients, making the income potential nearly unlimited.

**Duties**:

- Assess clients' financial situations by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning
- Develop comprehensive financial plans for clients based on their goals and risk tolerance
- Provide ongoing financial counseling and investment management services
- Monitor clients' accounts and make recommendations to ensure they are aligned with their financial goals
- Stay up-to-date on market trends, investment opportunities, and industry regulations
- Conduct research on various financial products and services to recommend the most suitable options for clients

**Skills**:

- Strong understanding of financial services and products
- Proficiency in account management and financial analysis
- Excellent math skills for calculations and projections
- Knowledge of cash management principles
- Ability to conduct thorough research to support financial recommendations
- Ability to communicate clearly and efficiently with clients and colleagues

**Minimum Requirements**:

- Italian speaking
- undergraduate degree/ diploma from university or college
- no criminal record
- good credit score
- drivers licence & car

**Important Character Traits to be Successful**:

- Self-motivated
- Self-disciplined
- Personal Accountability
- Ability to work on a Team & Individually
- Willingness to always keep learning
- A strong desire to build a business and become your own boss

**Job Types**: Full-time, Fixed term contract, Apprenticeship
Contract length: 6 months

Pay: $18,000.00-$48,000.00 per year

Additional pay:

- Commission pay

**Benefits**:

- Company events
- Dental care
- Extended health care
- Flexible schedule
- On-site parking
- Paid time off
- RRSP match
- Vision care
- Work from home

Flexible language requirement:

- French not required

Schedule:

- Day shift
- Evening shift
- Monday to Friday
- Weekends as needed

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- Financial services: 1 year (required)

**Language**:

- Italian (required)

Licence/Certification:

- LLQP (preferred)

Work Location: In person