Associate Financial Advisor

5 months ago

London, Canada Buss Financial Group Full time

**About us**

Buss Financial Group is committed to the highest level of customer service, community involvement and innovation in our industry. We operate with a team-based mentality and are invested in the wellbeing and growth of our employees.

Our vision is to be an industry leader and innovator in providing tailored solutions to protect the long-term wellbeing of clients and their families. It is our commitment is to always act in the client’s best interest; to ensure a fair, ethical, and caring practice, and lead the industry with the highest service standards, professionalism, and compliance.

The Associate Advisor provides exceptional client service to our existing clients and supports the Principal Advisor by preparing for client meetings and executing recommendations to financial plans.

**Responsibilities**:

- Conduct research and analysis to develop financial plans for clients
- Client service and provide ongoing support
- Utilize customer relationship management (CRM) tools to track interactions and maintain client records
- Assist with cash management, including budgeting and forecasting
- Collaborate with Principal Financial Advisor to develop and implement investment strategies
- Monitor and manage client portfolios

**Skills**:

- Strong analytical skills with the ability to research and analyze financial data
- Excellent communication and interpersonal skills for building relationships with clients
- Knowledge of investment management principles and strategies
- Understanding of financial planning and retirement planning

This position requires a high level of professionalism, attention to detail, and the ability to work independently. A strong background in finance or a related field is preferred.

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match

Schedule:

- Monday to Friday

Ability to commute/relocate:

- London, ON N6B 2K6: reliably commute or plan to relocate before starting work (required)

Work Location: In person

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