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Associate Financial Advisor

6 months ago

Barrie, Canada ClearView Financial Solutions Inc. Full time

**Who we are**

ClearView Financial Solutions offers tax and financial planning services based on the importance of building savings with tax strategies and providing comprehensive planning for all stages of life. We help clients create plans based on sound advice and help them discover the best strategies to meet their objectives, leading them to a successful financial future.

We are expanding our team, located in Barrie, Ontario, by adding an Associate Advisor. We are looking for someone located within the Barrie, ON area.

The primary focus of the Associate Advisor will be to help enhance client services and sales for our existing investment and tax clientele.
- LLQP Life license (preferred) or the ability to obtain within the first 6 months
- Documented prior successes with managing investment accounts (required) and selling life insurance (an asset)
- Familiarity with financial planning tools RazorPlan and Hubspot
- A desire to help people plan for their future and the ability to motivate them to make decisions and act (sales ability)
- Internal drive, an entrepreneurial spirit, and desire to grow
- A friendly, positive, and personable nature with the ability to build relationships
- Professional verbal and written communication skills
- Strong organizational, time management, communication and priority setting skills to meet deadlines
- Ability to multi-task while maintaining a high degree of accuracy
- Excellent telephone and interview skills.

**What you will be doing**
- Service existing investment and tax portfolios and make on-going recommendations to them
- Review and respond to clients changing needs and financial circumstances
- 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
- Support relationship strategies with prospects and centers of influence
- Joint appointments with CFP as required
- Actively prospect within the existing block of clients to grow the client base and continue to build intergenerational business

**_Financial Planning_**
- Conduct in-depth reviews of clients' financial circumstances, current situation, and future goals, with an emphasis on retirement projections
- Explain issues and concepts related to the overall financial planning process
- Input client data in financial planning software and identify problem areas and opportunities
- Prepare potential solutions and motivate prospect/client to take action and implement recommendations
- Collaborate with our retirement and estate financial planning team for more complex situations

**_Product Solutions_**
- Follow through on the Financial Planning by implementation of product solutions
- Recommend and explain different types of product solutions to clients and guide them to choose the most appropriate for their situation
- Analyze and develop portfolios and prepare reviews for investment clients
- Service and sell life, critical illness, disability, RRSP’s, TFSA’s, RESP’s, Non - Registered

**_Compliance_**
- Ensure all Know Your Product (KYP) and Client Focus Reform (CFR) requirements are in place
- Research, analyze, and keep Know Your Product information current
- Work with new and existing clients to update Investor Profiles and ensure Know Your Client information is current
- Remain informed on product, regulatory, and industry changes through continued education and ethics requirements
- Strictly adhere to all compliance and regulatory requirements and processes

We are looking forward to getting to know you.

Work remotely and in office.

**Job Types**: Full-time, Part-time
Part-time hours: 20 per week

**Salary**: From $50,000.00 per year

Schedule:

- Day shift
- Night shift

Supplemental pay types:

- Commission pay

Work Location: Hybrid remote in Barrie, ON