Junior Financial Advisor

6 days ago

Etobicoke, Canada Desjardins Financial Security Independent Network - Rexdale #278 Full time

**Junior Financial Advisor (HLLQP/ MFDA)**

At DFSIN Toronto west, we strive to be an inclusive and progressive financial centre, with advisors who are growing their own individual books of business.

One of our advisors is looking to partner with a junior advisor/ administrator who can help promote, and grow their business, while developing into a trusted member and future leader of their team.

**Job Title**

Junior Financial Advisor/ Administrator

**What is the opportunity?**

As an Junior Financial Advisor/ Administrator, you will provide support a top Insurance and Investment advisor within Desjardins Financial Securities Independent Network, with over $30M assets under management and over 250 Clients.

**Responsibilities**:

- Provide administrative support to Individual Investment and Insurance advisor
- Provide client meeting preparation material
- Correspond with clients as required
- Provide insight into upcoming client requirements
- Data entry and client financial transaction processing
- Client information update processing
- Business development - assist in strategies on increase potential sales and client growth programs
- Marketing - Manage online/ social media/ marketing campaigns to build new sales and client relations
- Special project work or administrative tasks as required
- Liaison with branch office, investment companies, insurance companies to ensure smooth client experience in regards to processing of sales and transactions
- Provide general administrative and clerical support

**Requirements**:

- Excellent communication skills (verbal and written)
- Outgoing and approachable interpersonal skills to converse with a variety of diverse clientele and support resources
- Experience of financial industry
- Professional experience in MS office including Outlook, word, excel, PowerPoint, etc
- Experience in social media for business purposes - Facebook, LinkedIn
- Organized, multi tasking, prioritization, professionalism
- Maintain advisor and client confidentiality
- Independently driven but able to take direction
- Extremely detail orientated and experience working in a highly regulated industry
- High level of professionalism and discretion
- CRM (Customer Relationship Management) software is an asset;
- Post-secondary diploma or degree required, preferably with experience in Finance or business administration.

**Special consideration will be given to the following experience**:

- Experience in Insurance, investment Industry
- Life license and MFDA licencing is required
- Experience in Marketing and business development

**What we provide**
- Able to work in a flexible and independent environment
- Work environment within GTA with potential ability to work remote
- Work with a high performance, growth orientated, collaborative advisor
- Challenging and ever-changing work to keep you engaged
- Variety of task from transaction processing, compliance, business development, marketing, communication, etc
- Potential to engage in increasing responsibilities

**Job Details**

**Address**:
TORONTO, Ontario, Canada

**Work hours/week**:
35

**Employment Type**:
Full time

**Compensation**:
Salary plus bonus

NOTE: this role is not directly for Desjardins Financial Security Independent Network, but for an Independent Advisor within the Desjardins Financial centre

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