Financial Advisor Assistant

3 days ago

Winnipeg, Canada Clarke Financial Planning and Insurance Services Full time

Job Overview:
We are currently looking for a skilled and experienced Assistant Financial Advisor to join our team. As an Assistant Financial Advisor, your primary responsibility would be to assist the firm's owner in providing comprehensive financial advice and guidance to our clients. Your role would involve helping our clients achieve their financial goals and secure their financial future.

**Duties**:

- Recommend investment strategies and asset allocation.
- Educate clients on various financial products and services available to them.
- Stay updated on market trends, economic conditions, and changes in financial regulations.
- Collaborate with other professionals, such as tax advisors, estate planners and other business partners.
- Reinforce The Customer Service Team
- Filing
- Maintain Life Insurance and Mutual Fund Licences.

Qualifications:

- Proven experience working in the financial services industry as an Assistant Financial Advisor or a similar role.
- Strong knowledge of investment strategies, retirement planning, tax planning, and insurance products.
- Excellent mathematical skills and ability to perform complex calculations
- Proficient in using financial software and tools for analysis and reporting
- Exceptional communication skills with the ability to explain complex financial concepts to clients in a clear and concise manner
- Strong analytical thinking and problem-solving abilities
- Detail-oriented with a high level of accuracy in managing financial data

**Skills**:

- Strong Verbal and Written Communication.
- Math: Strong mathematical skills for performing complex calculations related to investments, taxes, and retirement planning.
- Financial Services: In-depth knowledge of various financial products and services available to clients.

We offer a benefits package with a Health Spending Account. Join our team and make a positive impact on our clients' financial well-being.

**Benefits**:

- Casual dress
- Disability insurance
- Life insurance
- On-site parking

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Winnipeg, MB R2C 1P9: reliably commute or plan to relocate before starting work (required)

Licence/Certification:

- LLQP (required)
- Mutual Fund (required)

Work Location: In person

Expected start date: 2024-08-01

  • Financial Advisor

    3 days ago

    Winnipeg, Canada Assante Wealth Management Full time

    col-narrow-left  Job ID: 46571 Job Type: Full Time Category: Finance Educations: col-narrow-right  Posted: 2024-06-20 Location: Winnipeg, MB | Canada Job Views: 3 USD Negotiable col-wide  Job Description:Job information Job Description:Job information Financial Advisor / Financial Planning Assistant from the Company Assante Wealth...

  • Financial Administrative Assistant

    2 weeks ago

    Winnipeg, Canada Edmond Financial Group Full time

    **EDMOND FINANCIAL GROUP** is a forward-thinking financial services company with a passion for sustainability and a commitment to helping make our community — and our world — a better place. For more than thirty years, we have lived by the simple truth that people don’t care how much you know until they know how much you care. That is why we strive to...

  • Administrative Assistant, Financial Services

    5 days ago

    Winnipeg, Canada Edmond Financial Group Full time

    **EDMOND FINANCIAL GROUP** is a forward-thinking financial services company with a passion for sustainability and a commitment to helping make our community — and our world — a better place. For more than thirty years, we have lived by the simple truth that people don’t care how much you know until they know how much you care. That is why we strive to...

  • Financial Accountant

    4 weeks ago

    Winnipeg, Canada LP Financial Services Full time

    Company DescriptionLP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow its...

  • Financial Accountant

    4 weeks ago

    Winnipeg, Manitoba, Canada LP Financial Services Full time

    Company DescriptionLP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow its...

  • Financial Accountant

    4 weeks ago

    Winnipeg, Canada LP Financial Services Full time

    Company DescriptionLP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow its...

  • Financial Accountant

    4 weeks ago

    Winnipeg, Manitoba, Canada LP Financial Services Full time

    Company DescriptionLP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow its...

  • Financial Accountant

    3 days ago

    Winnipeg, Canada LP Financial Services Full time

    Company Description LP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow...

  • Financial Accountant

    13 hours ago

    Winnipeg, Canada LP Financial Services Full time

    Company Description LP Financial Planning Services Ltd. is a Winnipeg-based CIRO dealer that has been supporting financial advisors for over thirty years and continually strives to integrate industry-leading processes and systems. Presently servicing a select group of advisors in Ontario, Winnipeg, and Western Canada, LP Financial is taking steps to grow...

  • Administrative Assistant

    3 weeks ago

    Winnipeg, Canada Scott Heide - Sun Life Financial advisor Full time

    We currently have an opening for a self-motivated, highly organized and capable individual to work as a non-licensed assistant within our team **Responsibilities** - Delivering an exceptional client experience for current and potential clients who call or come into our office. - Ensuring a full and balanced advisor calendar of appointments, creating sales...

  • Assistant to Financial Advisor

    1 week ago

    Winnipeg, Canada Todd Woods Full time

    Duties: Skills required: Additional: This job may also appeal to an aspiring Financial Advisor who wishes to gain valuable experience while immersed in an investment environment and receiving mentoring. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are...

  • Financial Services Advisor

    4 weeks ago

    Winnipeg, Canada The Jim Pattison Auto Group Full time

    The Jim Pattison Toyota on Regent has a new opportunity for a Financial Services Advisor to join our team! **Overview**: Reporting to the General Manager, you will be passionate about providing an exceptional customer experience for our clients. As a Financial Services Advisor you must be self-motivated, high energy, dynamic and results-oriented with a...

  • Financial Planning Advisor

    1 month ago

    Winnipeg, Canada TalentWorld Full time

    Elevate fiscal strategies with us! Are you a savvy financial guru looking to make a difference in the public sector? Join our team as a Financial Planning Advisor and be at the forefront of shaping financial policies that drive impact. Your expertise will be key in analyzing trends, crafting innovative solutions, and ensuring sound financial stewardship....

  • Financial Planning Advisor

    1 month ago

    Winnipeg, Canada TalentWorld Full time

    Elevate fiscal strategies with us! Are you a savvy financial guru looking to make a difference in the public sector? Join our team as a Financial Planning Advisor and be at the forefront of shaping financial policies that drive impact. Your expertise will be key in analyzing trends, crafting innovative solutions, and ensuring sound financial stewardship....

  • Financial Planning Advisor

    1 month ago

    Winnipeg, Canada TalentWorld Full time

    Elevate fiscal strategies with us! Are you a savvy financial guru looking to make a difference in the public sector? Join our team as a Financial Planning Advisor and be at the forefront of shaping financial policies that drive impact. Your expertise will be key in analyzing trends, crafting innovative solutions, and ensuring sound financial stewardship....

  • Reception/administrative Assistant

    3 weeks ago

    Winnipeg, Canada Scott Heide - Sun Life Financial Advisor Full time

    We currently have an opening for a self-motivated, highly organized and capable individual to work as a non-licensed assistant within our team **Responsibilities** - Delivering an exceptional client experience for current and potential clients who call or come into our office. - Ensuring a full and balanced advisor calendar of appointments, creating sales...

  • Financial Services Advisor

    2 weeks ago

    Winnipeg, Manitoba, Canada The Jim Pattison Auto Group Full time

    The Jim Pattison Toyota on Regent has a new opportunity for a Financial Services Advisor to join our teamOverview:Reporting to the General Manager, you will be passionate about providing an exceptional customer experience for our clients. As a Financial Services Advisor you must be self-motivated, high energy, dynamic and results-oriented with a proven track...

  • Assistant to Financial Advisor

    2 weeks ago

    Winnipeg, Manitoba, Canada Todd Woods Full time

    Duties:Skills required:Additional:This job may also appeal to an aspiring Financial Advisor who wishes to gain valuable experience while immersed in an investment environment and receiving mentoring.Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of...

  • Bilingual Member Service Advisor

    3 weeks ago

    Winnipeg, Canada Caisse Financial Group Full time

    _**Your next jobyour new joie de vivre**_ Manitoba’s oldest financial cooperative is inviting you to become part of its people. We’re currently looking for people to fill the following position in Winnipeg (Provencher Branch) **MEMBER SERVICE ADVISOR** (Full-time, permanent) **More about the position** The Member Service Advisor (MSA) creates and...

  • Personal Financial Advisor I

    4 weeks ago

    Winnipeg, Canada Assiniboine Credit Union Ltd Full time

    We envision a future for the market and members where in a Financial Advice Centre a team of professional, highly trained, experienced and trusted advisors will be waiting to greet, guide and seamlessly add value through the entire member experience in a warm, open concept environment. Advisors will get to know members with a focus on advising and guiding...