Financial Advisor Assistant

3 weeks 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

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