Associate Financial Advisor
1 week ago
Company Description
Lawton Partners is a wealth management firm based in Winnipeg, MB, with a legacy of over 50 years in providing financial guidance. The firm specializes in a range of services, including tax strategies, retirement planning, wealth management, estate planning, business succession, risk management, philanthropy, and investment review. Committed to supporting clients in achieving their financial and life goals, Lawton Partners stands out with its expertise and personalized approach. By offering comprehensive solutions, the firm takes a holistic view of its clients' financial well-being.
Role Description
This is a full-time on-site role based in Winnipeg, MB for an Associate Financial Advisor. The role involves assisting lead financial advisors with client relationship management, financial plan preparation, and conducting research to develop tailored recommendations. The Associate Financial Advisor will work closely with clients to provide comprehensive support in key areas such as financial planning, investment strategies, retirement planning, and wealth management. Additional responsibilities include maintaining accurate records, tracking financial goals, and staying updated on financial regulations and market trends.
Qualifications
- Strong skills in Financial Planning and Financial Advisory
- Proficiency in Finance and Investments
- Knowledge and experience in Retirement Planning
- Excellent communication and interpersonal skills
- Proficiency in financial analysis tools and software
- Experience in similar roles at a bank branch or related field is an asset
- Certification such as Canadian Securities Course, LLQP, CFP or PFP is an asset
- Bachelor's degree in Finance, Economics, Business, or a related field is an asset but not a requirement
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