Associate Advisor

4 months ago

Regina, Canada MKS Financial Services Inc. Full time

**Associate Advisor**

**Description**

The primary focus of the Associate Advisor is to increase sales, expand the business, and enhance client services. This entails actively prospecting for new clients as well as meeting with existing clientele, leading them through the financial planning process. This role has mínimal administrative duties and is accountable to the principal advisor.

**Responsibilities**

**New Client Acquisition**
- Actively prospect new Ideal Clients to grow client base
- Identify and co-ordinate prospective marketing activities and sales opportunities within the client base and outside the client base (e.g. referral/introduction strategies)
- Identify opportunities to introduce others on the team
- Gather referrals/introductions
- Make a phone call or other connection to new prospects
- Meet with prospects for an initial review
- Introduce our services and the value of our team
- Review your process and what the prospect can expect next in the process
- Determine next steps and set next appointment (if moving forward)
- Attend networking events
- Identify prospects within own personal networks (natural market)
- Develop strong relationships with Centre of Influences (e.g. Mortgage Broker, CPA, etc)
- Other marketing activities such as attending client events, tradeshows, etc.

**Financial Planning**
- Explain issues and concepts related to the overall financial planning process
- Conduct in-depth reviews of clients' financial circumstances, current situation and future goals
- Determine goals and expectations
- Gather and input client data in financial planning software
- Understand and interpret financial data
- Clarify client financial status and identify problem areas and opportunities
- Analyze information and prepare plans best suited to individual clients' requirements
- Complete risk analyses
- Design financial strategies
- Assist clients to make informed decisions
- Research and compile information
- Prepare potential solutions and draft proposals
- Develop and present financial plan
- Motivate prospect/client to take action to implement solutions (insurance, investments, etc)
- Review and respond to clients changing needs and financial circumstances
- Communicate with other professionals, such as accountants, lawyers re client situations

**Client Service & Relationship Management (Client Experience)**
- Accountable for maintaining the required meeting schedule and number of appointments with clients based on activity goals and service standards set for each advisor by the team (from existing block of clients and new prospects)
- Proactively meet with active clients’/schedule client meetings
- Manage own schedule
- Provide planning and solutions to current and prospective clients
- Provide exceptional relationship attention and service to all clients
- Leverage the principal advisor’s time so they may focus on their ideal and top clients
- Develop and implement strategies to move clients from one segmentation category to another (e.g. Passive and Unknown categories to Active and Growth).
- Support relationship strategies with prospects and Centre of Influences.

**Product Solutions**
- Follow through of Financial Planning by implementation of product solutions
- Understand documents that describe various financial instruments
- Recommend and explain different types of product solutions to clients and guide them to choose the most appropriate solution for their situation
- Identify cross-planning opportunities
- Investments - analyze portfolios, prepare reviews, track top funds/portfolios developed by advisors using appropriate tools
- Insurance - life, mortgage, critical illness, disability and long term care
- Group Benefits - for businesses, companies and associations; retirement options; and health management solutions
- Retirement
- Estate Creation and Preservation
- Tax Strategies
- Debt Management
- Review meeting notes as they pertain to Investments and determine actions to be taken and target dates
- Oversight of all trades for client accounts - purchases, redemptions, switches/conversions
- Attend information sessions hosted by product suppliers
- Maintain proper documentation following preset guidelines/compliance

**Skills/Requirements**
- CFP or QAFP. Dual license of Mutual Fund and Life licenses preferred
- Ability to motivate others to make a decision and take action (sales ability)
- Demonstrated analytical abilities
- Proficiency in Word, Excel and PowerPoint essential
- Strong organizational, time management, communication and priority setting skills in order to meet deadlines
- Ability to multi-task and be flexible while maintaining a high degree of accuracy
- Ability to work independently but also a strong team player
- Excellent verbal and written skills
- Ability to clearly explain the financial services you can provide to potential clients
- Experience with SalesForce an asset
- Ability to listen to and understand clients' financial goals and prov

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