Financial Associate Advisor
1 week ago
**Job Summary**
Titan Oak Financial Services Inc is an agency of Sun Life. We serve our clients in Wealth Management, Life Insurance and Group Retirement and Benefit plans.
**Duties**
- Assess clients' financial situations by gathering relevant information and conducting thorough analysis.
- Develop tailored financial plans that align with clients' goals, risk tolerance, and investment preferences.
- Provide ongoing support and advice to clients regarding their investments, savings, and financial strategies.
- Stay informed about market trends, economic developments, and changes in financial regulations to offer the best advice.
- Utilize customer relationship management tools to track client interactions and maintain accurate records.
- Conduct regular reviews of client portfolios to ensure alignment with their evolving financial objectives.
- Educate clients on various financial products and services available to them.
**Requirements**:
- Proven experience in financial services or a related field is preferred.
- Strong mathematical skills with the ability to analyze complex data sets.
- Excellent research skills to stay updated on market trends and investment opportunities.
- Proficiency in customer relationship management (CRM) software or tools.
- Strong interpersonal skills with the ability to build rapport with clients effectively.
- A bachelor's degree in finance, economics, business administration, or a related field is preferred but not required.
- Relevant certifications (e.g., CFP, CFA) are a plus but not mandatory.
Join our team as a Financial Associate Advisor where you can make a significant impact on clients’ lives by guiding them toward achieving their financial aspirations.
Pay: $62,621.00-$66,943.00 per year
Additional pay:
- Bonus pay
- Commission pay
**Benefits**:
- Automobile allowance
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Profit sharing
- RRSP match
- Vision care
- Wellness program
Schedule:
- Monday to Friday
Work Location: In person
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