Financial Advisor Associate
3 weeks ago
Position Overview or Description of the Position
This position comes with the expectation of growth in skills, responsibilities and advancement and is the start of a career path into the financial planning sector. You will be working with a growing practice with an opportunity to learn and grow with the team.
**Responsibilities**:
- Developing various marketing ideas to help promoting the business
- Assisting with booking the appointments with current clients and prospects
- Assisting with client data management and other administrative duties
- Contribute towards making sales and growth of the practice.
Required Skills, Knowledge, Abilities:
- Must be fluent with English both written and oral (Fluency in a second language considered an asset)
- An entrepreneurial spirit
- Great communication skills
- Excellent and professional telephone skills as well as outstanding customer service
- Computer, data entry and social media skills
- Solid financial background would be a great asset
Education & Experience:
- A diploma or degree in finance, business, economics, social sciences, human resources or marketing would be an asset
- Great potential for growth and advancement
- Be LLQP licensed
- Be Mutual Fund Licensed within 3 months of hiring
Compensation & Benefit:
- Commission
Must be able to work in Canada without restrictions.
Pay: $1.00-$2.00 per hour
**Benefits**:
- Company events
- Extended health care
- Flexible schedule
- On-site parking
Schedule:
- Day shift
- Monday to Friday
- Night shift
Supplemental pay types:
- Commission pay
**Experience**:
- Financial Advisory Occupations: 1 year (required)
Work Location: In person
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