Associate

7 days ago

Markham, Ontario, Canada 27b63d14-ca45-42a1-bf7a-0a3f883ffcb4 Full time $50,000 - $60,000 per year

Company Description

RLI Financial Consultant stands out by offering a collaborative team of experienced professionals specializing in financial planning, investments, tax strategies, estate planning, trustee services, insurance, and more. Our advisors focus on seamless communication within the team and with clients, ensuring personalized, comprehensive financial solutions. By integrating various financial services, we help clients connect the dots, providing expert guidance to alleviate the complexities of financial management. Clients can trust RLI Financial Consultant to help simplify and strategize their financial future.

Role Description

We are seeking a full-time Associate to join our team in Markham, ON. The Associate will play a critical role in supporting client relationships, conducting research, preparing financial reports, and managing documentation. Responsibilities include assisting advisors in developing client strategies, ensuring accurate data entry and record management, and responding to client inquiries. The Associate will work on-site and contribute to maintaining efficient workflows while providing exceptional service to our clients.

Qualifications

  • Strong financial analysis, research, and data management skills
  • Proficiency in financial planning tools and software; knowledge of tax strategies and investments is a plus
  • Excellent organizational skills with the ability to maintain detailed and accurate records
  • Exceptional interpersonal and communication skills to collaborate with team members and engage with clients effectively
  • Ability to prioritize tasks and work efficiently in a fast-paced, team-oriented environment
  • Previous experience in financial consulting or a related field is an advantage
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field is preferred
  • Advanced proficiency in Microsoft Office Suite; familiarity with CRM platforms is beneficial
  • Understand industry concepts (LLQP/CSC an asset but not required)
  • Language preferences (Mandarin/ Cantonese/ English)

What We Offer

  • Competitive compensation with bonus on performance-based and growth opportunities
  • Training, mentorship, and support for industry licensing
  • A positive and professional work environment
  • Opportunities to grow within a fast-expanding financial planning practice
  • Annual year-end shutdown (Paid)

How To Apply

Please submit your resume and a short cover letter to

with
Subject
: "Associate Application"

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