Associate Financial Advisor

4 days ago

Bedford, Canada Trinity Wealth Partners Full time

Job Overview:
We are seeking a motivated and detail-oriented individual to join our team as an Associate Financial Advisor. In this role, you will provide support to the senior financial advisor and assist with various financial planning and administrative tasks. This is an excellent opportunity for someone looking to start their career in the financial services industry.

**Duties**:

- Processing transactions in client accounts
- Preparation of financial plans and other reports for clients
- Collaborate with senior advisors to develop customized investment portfolios
- Prepare reports and presentations for client meetings
- Provide exceptional customer service by addressing client inquiries and concerns

**Requirements**:

- A minimum of 2 years experience working as a financial advisor
- Valid Mutual fund or securities license
- Strong mathematical skills with the ability to analyze complex financial data
- Proficiency in conducting research and utilizing financial software tools
- Knowledge of financial markets
- Excellent communication and interpersonal skills
- Detail-oriented with strong organizational abilities
- Ability to work independently as well as part of a team

**Job Types**: Full-time, Apprenticeship

Pay: $65,000.00-$70,000.00 per year

Additional pay:

- Bonus pay
- Commission pay

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Employee stock purchase plan
- Extended health care
- Flexible schedule
- Life insurance
- Paid time off
- Profit sharing
- RRSP match
- Vision care
- Wellness program
- Work from home

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

Application question(s):

- Are you located in HRM?

**Experience**:

- client facing financial services: 2 years (required)

Licence/Certification:

- MFDA license (required)

Work Location: Hybrid remote in Bedford, NS B4A 1B8

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