Associate Advisor/financial Advisor
2 weeks ago
**Overview**
**Responsibilities**
- Meet with clients, build rapport and conduct discovery conversations.
- Conduct thorough research and document proper CRM & KYP requirements.
- Make recommendations to help our clients' financial affairs be more efficent with regards to debt, taxation, investments, retirement, eductions etc.
- Maintain proper licensing requirements such as CE credits.
- Provide support to the primary advisor where needed.
- Stay updated on changes in regulations that impact our industry.
**Qualifications**
- CIRO (formerly IIROC licensed) or willing to upgrade by writing the CSC exam.
- Experiance meeting clients in an advice-giving environment.
- Strong analyIcal and research skills with attention to detail.
- Proficient in math and financial analysis, with experience in financial services being a plus.
- Excellent organizational skills and the ability to manage multiple tasks simultaneously.
- Strong communication skills, both written and verbal, for effective collaboration with clients and team members.
- Previous experience in a similar role or industry is advantageous but not required.
Pay: $50,000.00-$70,000.00 per year
Additional pay:
- Bonus pay
**Benefits**:
- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- RRSP match
Flexible language requirement:
- French not required
Schedule:
- Monday to Friday
**Experience**:
- Research: 2 years (required)
- Financial services: 2 years (required)
- Analysis skills: 2 years (required)
- Organizational skills: 2 years (required)
Licence/Certification:
- CSC (preferred)
Work Location: In person
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