Financial Advisor

2 weeks ago

London, Canada Assante Wealth Management - The Andrews Group Full time

**Position: Financial Advisor**
**Company: The Andrews Group**
**Location: London, Ontario**

Do you want to make a difference in the lives of clients providing exemplary wealth planning expertise and advice? We are expanding our team and looking for a dynamic and collaborative planner/advisor who is passionate about having an impact on the lives of clients.

The Andrews Group/Assante Wealth Management is a well-established firm providing exceptional and trusted wealth planning advice to discerning clients. The **Financial Advisor **is a key member of the advisory team who will work with and support the advisory team with a variety of planning activities as well as provide advice directly to clients.

This is a fantastic long-term opportunity to gain experience in a wealth management business, grow your skills as a planner and advisor, and participate in a growing and evolving business. If you are looking for a long-term career in financial planning with the opportunity to grow, this position is for you.

**Our Ask**:

- Canadian Securities Course preferred
- Some industry knowledge and/or experience that may include an understanding of the following core areas: tax, (personal/corporate) investment, risk management and estate planning
- Previous experience with client relationship management is an advantage
- College or University degree preferred.
- Certified Financial Planner designation an asset
- Proficient computer skills including Microsoft office suite, Client Relationship Management (CRM's) systems, Financial Planning software, etc.

**Who are you?**
- A positive, optimistic, and collaborative communicator
- An independently driven and motivated individual who thrives with autonomy and responsibility
- Efficient, effective, and accurate work practices
- A genuine interest and curiosity in others
- Proactive, intuitive, and flexible
- Highly developed interpersonal skills enabling you to identify, and resolve spoken and unspoken needs of clients
- Organized, analytical and detail oriented
- Innovative and progressive with respect to service and internal processes to maintain and grow our distinctive advantage within the industry

**Responsibilities and Activities**:

- Prepare for client meetings focusing on strategy and planning
- Meet with and provide advice to clients to help them achieve their goals
- Respond to client inquiries and questions in a timely and accurate manner
- Communicate with clients’ other professionals such as lawyers and accountants
- Participate in business development and community activities that may include workshops, client appreciate events, social media, video/blogs, etc.
- Prepare financial planning reports including financial projections
- Prepare some paperwork and processing of account opening, executing trades, transfers, and follow up on execution
- Perform other duties, as assigned by lead advisor
- Work closely and collaboratively with colleagues with a shared focus on delivering exceptional and seamless client service
- Prepare trading instructions and maintain accurate client communication and portfolio records

**Your Skills**:

- You like people, you care about people, and it shows
- You value establishing personal connections with people with meaningful impact
- Excellent oral and written communication with an ability to create client-facing wealth plans using plain language
- Impeccable time management and organizational skills
- Strong analytical and problem-solving skills with an ability to think “out of the box”
- Establish and track milestones to progress the plan
- You value working collaboratively on a team and the sharing of ideas with a common purpose.

**Why Us?**
- Because we are genuine, authentic and care about our team members’ career goals and wellbeing. It’s built into our culture.
- Mentoring in areas you feel are a priority for you
- Ability to grow and progress your career as you develop your skills
- Flexibility and Autonomy
- "Non-sales" driven environment
- You have a “voice at the table” that is heard and contributes to our firm’s growth and development
- Training Program with established processes and workflows
- Engaging & supportive team dynamic
- Training & development opportunities in non traditional areas of financial advisory
- Tuition Reimbursement Program
- Competitive compensation $60,000 to $75,000
- Health & dental benefits
- RRSP Matching Program
- $500 annual fitness benefit
- Free parking downtown London

Ladder HR Solutions proudly serves companies across Canada. Our team are specialists in their areas of interest. Our passion is HR.

**Salary**: $60,000.00-$75,000.00 per year

**Benefits**:

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

Schedule:

- 8 hour shift
- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- London, ON: reliably commute or plan to relocate before startin

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