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Financial Associate
3 weeks ago
Company: Experior Financial Group
Financial Associate Responsibilities:
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Respond to prospective customer queries about financial planning
- Assist in the development plans for the company
- Maintain awareness of the latest legislative changes that may affect financial planning
Financial Associate Skills:
- Minimum 1 year of industry experience as a Financial Advisor (an asset but not required)
- Life Insurance - Accident and Heath licensing (LLQP) (an asset but not required - can be taken if employed)
- MFDA certification (an asset but not required)
- CFP designation (an asset but not required)
- Bachelor’s Degree in Finance or related field (an asset but not required)
- Accounting and/or Bookkeeping experience (an asset but not required)
- Experience managing Assets Under Management (AUM) of $1+ million (an asset but not required)
- Possess strong knowledge of the investment business and a strong understanding of financial planning concepts (an asset but not required)
- Experience with financial planning software (an asset but not required)
- Excellent computer, interpersonal, and communication skills
- Entrepreneurial Spirit
**Job Type**:
Full-time or Part-Time
100% Commission + Management Bonus
No Quotas
**Experience**:
LLQP
Additional Information:
Our MGA is rapidly expanding into the USA so we are also looking for anyone who has a desire/connections to help us expand into the USA.
**Job Types**: Full-time, Part-time
Part-time hours: 20-40 per week
**Salary**: $40,000.00-$100,000.00 per year
**Benefits**:
- Company events
- Flexible schedule
- Stock options
Flexible Language Requirement:
- French not required
Schedule:
- Day shift
- Evening shift
- Monday to Friday
- Morning shift
- Night shift
- Weekend availability
Supplemental pay types:
- Bonus pay
- Commission pay
**Education**:
- Secondary School (preferred)
Licence/Certification:
- LLQP (preferred)
Work Location: Remote
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