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Associate Financial Advisor
3 weeks ago
**Position**: Associate Financial Advisor **Company**: Assante Wealth Management/The Andrews Group **Location**: London, Ontario We are hiring for one of our wonderful clients in the wealth management industry. Assante Wealth Management/The Andrews Group is a well-established firm providing exceptional and trusted wealth planning advice to discerning clients. The **Associate Financial Advisor **is a key member of the advisory team who will support the lead advisor with a variety of planning activities for clients as well as provide advice/meet directly with a segment of clients. Do you want to make a difference in the lives of clients providing exemplary wealth planning expertise and advice? We are expanding our team and looking for a dynamic and collaborative planner/advisor who is passionate about having an impact on the lives of clients. This is a fantastic long-term opportunity to gain experience in a wealth management business, grow your skills as a planner and advisor, and participate in a growing and evolving business. If you are looking for a long-term career in financial planning with the opportunity to grow, this position is for you. **Our Ask**: - Canadian Securities Course preferred - Some industry knowledge and/or experience that may include an understanding of the following core areas: tax, (personal/corporate) investment, risk management and estate planning - Previous experience with client relationship management is an advantage - College or University degree preferred. - Certified Financial Planner designation an asset - Proficient computer skills including Microsoft office suite, Client Relationship Management (CRM's) systems, Financial Planning software, etc. **Who are you?** - A positive, optimistic, and collaborative communicator - An independently driven and motivated individual who thrives with autonomy and responsibility - Efficient, effective, and accurate work practices - A genuine interest and curiosity in others - Proactive, intuitive and flexible - Highly developed interpersonal skills enabling you to identify, and resolve spoken and unspoken needs of clients - Organized, analytical and detail oriented - Innovative and progressive with respect to service and internal processes to maintain and grow our distinctive advantage within the industry **Responsibilities and Activities**: - Prepare for client meetings focusing on strategy and planning - Meet with and provide advice to clients to help them achieve their goals - Respond to client inquiries and questions in a timely and accurate manner - Communicate with clients’ other professionals such as lawyers and accountants - Participate in business development and community activities that may include workshops, client appreciate events, social media, video/blogs, etc. - Prepare financial planning reports including financial projections - Prepare some paperwork and processing of account opening, executing trades, transfers, and follow up on execution - Perform other duties, as assigned by lead advisor **Your Skills**: - Excellent oral and written communication with an ability to create client-facing wealth plans using plain language - Impeccable time management and organizational skills - Strong analytical and problem-solving skills with an ability to think “out of the box” - Management of wealth plans including coordinating activities with external advisors - Establish and track milestones to progress the plan - Prepare and update financial plans and reports such as financial projections, estate, tax, and risk management - Work closely and collaboratively with colleagues with a shared focus on delivering exceptional and seamless client service - Prepare trading instructions and maintain accurate client communication and portfolio records **Why Us?** - Ability to grow and progress your career as you develop your skills - Flexibility and Autonomy - "Non-sales" driven environment - On the job training learning established processes and workflows - Engaging & supportive team dynamic - Training & development opportunities - Competitive compensation - Health & dental benefits - RRSP Matching Program - $500 annual fitness benefit - Free parking downtown London Ladder HR Solutions proudly serves companies across Canada. Our team are specialists in their areas of interest. Our passion is HR. **Benefits**: - Dental care - Extended health care - Vision care Schedule: - 8 hour shift - Day shift - Monday to Friday Ability to commute/relocate: - London, ON N6B 1Z5: reliably commute or plan to relocate before starting work (required) **Education**: - Bachelor's Degree (preferred) **Experience**: - Financial services: 1 year (required) - Customer relationship management: 1 year (required) Work Location: In person
