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Associate Financial Advisor

3 months ago

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

**Position**: Associate Financial Advisor
**Company**: Assante Wealth Management/The Andrews Group
**Location**: London, Ontario

We are hiring for one of our wonderful clients in the wealth management industry.

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

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.

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

**Your Skills**:

- 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”
- Management of wealth plans including coordinating activities with external advisors
- Establish and track milestones to progress the plan
- Prepare and update financial plans and reports such as financial projections, estate, tax, and risk management
- 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

**Why Us?**
- Ability to grow and progress your career as you develop your skills
- Flexibility and Autonomy
- "Non-sales" driven environment
- On the job training learning established processes and workflows
- Engaging & supportive team dynamic
- Training & development opportunities
- Competitive compensation
- 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.

**Benefits**:

- Dental care
- Extended health care
- Vision care

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

Ability to commute/relocate:

- London, ON N6B 1Z5: reliably commute or plan to relocate before starting work (required)

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- Financial services: 1 year (required)
- Customer relationship management: 1 year (required)

Work Location: In person