Associate Advisor

1 week ago

St John's, Canada Bob Butt - Sun Life Financial Full time

Responsibilities for associate advisor
- Proactively call clients to deepen business relationships and identify potential opportunities
- Proactively call prospects to schedule appointments with the Financial Advisors
- Research information for client and prospect meetings
- Works in conjunction with the Regional Managers to complete request from financial advisors/independent branch offices
- Ensures documents received from outside offices are in good order and can be processed by Home Office Operations
- Reviews daily notifications from Compliance and Operations then delivers to the appropriate financial advisor for advisement
- Identify private investor prospects, market the firm’s financial services and convert prospects to clients with assets under supervision
- Partner with senior advisor to assess functions of the business in an effort to identify areas of opportunity to continuously elevate and grow the business, which includes gathering assets, creating a value proposition for marketing, introducing financial planning and portfolio management
- Develop and service existing client relationships, monitor clients’ investment objectives on an ongoing basis, work to win additional available assets under supervision, communicate value of their William Blair relationship

Qualifications for associate advisor
- General financial planning knowledge and working towards a financial planning designation
- In-depth service skills with a strong commitment to service excellence
- Analytical ability, persistence and an entrepreneurial perspective to build
- Patience, empathy and tact, confidentiality, initiative, ability to work in stressful situations, friendly, outgoing and professional personality, ability to be flexible
- Self-starter who's always looking for ways to help and grow

**Salary**: $40,000.00-$50,000.00 per year

Schedule:

- 8 hour shift

Supplemental pay types:

- Commission pay

**Experience**:

- sales: 1 year (preferred)
- Customer service: 1 year (preferred)

Shift availability:

- Day Shift (preferred)

  • Senior Mobile Sales Associate

    2 weeks ago

    St. John's, Newfoundland and Labrador, Canada Best Buy Full time

    You'll love it here We are hiring immediately for a senior sales associate, which we call a senior advisor at Best Buy. As a senior sales associate, you will be the face of Best Buy for everyone who visits our stores.Join us and grow your career with our retail team as a senior advisor.What you'll do:Help customers find the perfect product or service and...

  • Senior Retail Sales Associate

    6 days ago

    St. John's, Canada Best Buy Canada Full time

    You'll love it here We are hiring immediately for a senior sales associate, which we call a senior advisor at Best Buy. As a senior sales associate, you will be the face of Best Buy for everyone who visits our stores.Join us and grow your career with our retail team as a senior advisor.What you'll do:Help customers find the perfect product or service and...

  • Retail Sales Associate

    1 week ago

    St. John's, Canada Best Buy Full time

    Are you passionate about working with people and technology? We are hiring immediately for a Sales Associate, which we call an Advisor at Best Buy. As a Sales Associate, you will be the face of Best Buy for everyone who visits our stores. No experience required, we will equip you with the skills and knowledge to confidently assist our customers. Join us...

  • Procurement Advisor

    2 weeks ago

    St. John's, Newfoundland and Labrador, Canada Vale Full time

    Ready to build a rewarding career in an industry that is growing?Who We AreWe are a global mining company dedicated to safely delivering nickel, copper, cobalt, and platinum group metals essential for the world's energy transition.Our mission is to improve lives and shape a better future together.From utensils to cellphones to satellites, our operations...

  • Associate

    37 minutes ago

    St. John's, Canada Royal Bank of Canada> Full time

    Job DescriptionWhat is the opportunity?RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. What will you do? Maintain existing client accounts and identify...

  • Financial Advisor Associate

    3 days ago

    St. Albert, Canada Servus Credit Union Full time

    **Posting Closes**:May 12, 2025 **Employment Status**:Full-time -37.5 hours per week**.** Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks...

  • Financial Advisor Associate

    2 weeks ago

    St. Albert, Canada Servus Credit Union Full time

    **Posting Closes**:December 9, 2024 - 4:00 pm **Compensation**:$49,613 - $62,016 based on experience **Employment Status**:Full-time -37.5 hours per week**.** Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed...

  • Financial Advisor Associate

    3 days ago

    St. Albert, Canada Servus Credit Union Full time

    **Additional information: This location is open Monday - Saturday.** **This is a 12 month contract position.** **This is a Full Time position (37.5 hours per week)** Servus is growing! We are currently looking for a **Financial Advisor Associate **at our **St. Albert **Branch.** Reporting to the Assistant Branch Manager, our Financial Advisor Associate...

  • Associate Advisor

    23 hours ago

    St. Catharines, Ontario, Canada The Vantage Talent Group Full time

    Key Responsibilities (including but not limited to):Client Service & Relationship ManagementAct as a primary point of contact for client inquiries, ensuring timely and professional responses.Prepare for and participate in client meetings by assembling planning materials, reports, and follow-up documentation.Support ongoing client relationship management...

  • Individual Insurance Advisor Support Associate

    1 week ago

    Toronto, Adelaide St W, Canada Northbridge Financial Corporation Full time

    What is it like to be an Individual Insurance Advisor Support Associate at Northbridge Financial The Individual Insurance Advisor Support Associate plays a critical role in enabling advisor success by providing comprehensive sales support, client service, and operational excellence. This position helps streamline the sales process, allowing advisors to focus...