Associate Financial Advisor

7 days ago

Collingwood, Canada Stransky and Associates Full time

**Stransky & Associates **is a leading Collingwood based Private Wealth Management practice. We provide a full range of financial products and services to families, entrepreneurs, professionals and business owners in the Collingwood and surrounding areas. We have been in practice for 29 years.

You must be a self-motivated and disciplined individual with an entrepreneurial spirit who has a passion client service.

**The opportunities**:

- Front of the line access to Private Wealth Management Support including the Advanced Financial Planning Team and Private Client Support and Practice Management Team;
- Opportunity to build and be rewarded for your own equity.

**SPECIFICALLY YOU WILL**
- Provide financial planning support to Stransky & Associates;
- Support all business development and marketing activities and strategies;
- Prepare presentations and concept pieces for use in implementing financial planning strategies;
- Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further the client relationship; and
- Review client accounts, execute trade orders, maintain account lists, track client documentation, and explain product, services and strategies to clients directly.

**THE BENEFITS**
- Strong total compensation package, including bonuses and rewards based on practice results;
- Entrepreneurial culture that promises personal growth and development
- Modern work environment and flexibility in your schedule.

**TO QUALIFY FOR THIS OPPORTUNITY YOU SHOULD POSSESS**
- Experience in the financial services industry;
- CFP® designation; Canadian Investment Funds Course (CIFC), Life License Qualification Program (LLQP) or willing to obtain;
- Strong interpersonal skills and demonstrated ability to build relationships and attract new business.

We thank all applicants, however, only those under consideration will be contacted.

**Benefits**:

- Extended health care

Schedule:

- Monday to Friday

Work Location: One location

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