Advisor Assistant

17 hours ago

Burlington, Canada Today & Tomorrow Financial Planning Inc. Full time

We at Today and Tomorrow Financial Services, one of Manulife’s largest Independent Financial Firms in Canada are looking to expand our company in order to evolve with the demand for Financial Services in the GTA namely Halton and Hamilton.

Today and Tomorrow Financial Services is a team of Financial Advisors and Planners that provides Financial, Tax, Retirement and Estate Planning for our clients and their families.

Our 29 years of history is based on providing our clients with trust, open communication, regular in-person meetings, knowledge and above all ethics.

**Key Responsibilities include**:

- Constant training on systems, regulations and product development;
- Reports and project completion;
- Studies and research;
- Training requirements and attending seminars;
- Preparing for and attending client meetings;
- Working with our Marketing staff as required;
- Other duties as required.

**Qualifications**:

- University or College Degree in Financial Services or equivalent
- Experience in the Financial Services area
- Ability to socialize and communicate in a business environment
- Ability to work with co-workers and clients
- Ability to think critically and evaluate complex financial information
- Additional training and certification will be required
- Must have a professional presence and appearance
- This position has the potential to grow with you

**Salary**: $48,000.00-$55,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- On-site parking
- Vision care

Schedule:

- 8 hour shift
- Day shift

COVID-19 considerations:
**Education**:

- Secondary School (required)

**Experience**:

- Financial services: 2 years (required)

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