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Associate Advisors
3 weeks ago
**Account Opening**:
- Assist clients in the account opening process, ensuring all necessary documentation is completed accurately and in a timely manner.
- Collaborate with the Senior Advisor to gather client information and understand their financial goals.
- **Analysis**:
- Conduct comprehensive financial analyses to assess clients' current financial situations and identify potential areas for improvement.
- Assist in the development and presentation of financial plans tailored to clients' needs and objectives.
- **Business Development**:
- Work closely with the Senior Advisor to identify and pursue new business opportunities.
- Participate in client meetings to build relationships and understand their evolving financial needs.
- **Client Communication**:
- Serve as a point of contact for clients, addressing inquiries and providing ongoing support.
- Communicate effectively with clients, demonstrating a commitment to exceptional service.
- **Training and Development**:
- Engage in continuous learning and professional development opportunities provided by the firm.
- Collaborate with the Senior Advisor to enhance skills and knowledge in financial services.
**Qualifications**:
- Bachelor's degree in finance, business, or a related field.
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal skills.
- Ability to work collaboratively in a team environment.
- Motivated, with a desire to learn and grow within the financial services industry.
**Possibility for Advancement**:
If you are a goal-oriented individual with a passion for finance and a desire to contribute to the success of our clients, we invite you to apply. Join our team and embark on a rewarding career in financial services
**Salary**: $23.00-$25.00 per hour
Expected hours: 37.5 per week
**Education**:
- Bachelor's Degree (required)
**Language**:
- French (required)
Work Location: In person
