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Financial Advisor Associate

3 weeks ago

Brantford, Canada Brittain Group Financial Services Full time

We are a dynamic financial services organization operating out of Brantford, Ontario. This position is ideal for an energetic individual prepared to deliver exemplary service to our valued clients through a collaborative team effort.

**Key Responsibilities**
- Review client accounts, maintain account lists, and track client documentation
- Work alongside and in collaboration with the administrative support team in various task and projects, for the benefit of the Advisors and Associate
- Proactively communicate with clients and respond to developing needs, resolve issues or problems and following up as appropriate
- Provides advice, guidance and education to clients in the areas of investment, retirement, taxes, insurance and estate planning

**Qualifications Required**
- Strong desire for a career within the financial services industry
- Strong business acumen and financial industry knowledge
- At minimum MFDA licensing is required

**Added Value**
- Extensive knowledge of current MFDA compliance standards and regulations
- Experience with leading edge resources, e.g. CRM
- Life license qualification program (LLQP), or willingness to obtain
- Existing book of business

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Work Location: One location