Wealth Advisor Assistant

3 weeks ago


Oakville, Canada Staffix Professional Staffing Full time

Are you a recent graduate of a Financial Planning program with your Canadian Securities Course (CSC) eager to launch your career?


Do you thrive in a fast-paced environment and enjoy helping others achieve their financial goals?


If so, we want to hear from you


A well-established financial advisor in Oakville is seeking a bright and ambitious Advisor Assistant to join their team. In this role, you'll gain invaluable experience working alongside a seasoned professional, supporting their clients and building a solid foundation for your own successful career in financial planning.


What You'll Do:


  • Assist the advisor with client onboarding, data management, and financial analysis.
  • Prepare client presentations and reports.
  • Help develop and implement financial plans.
  • Conduct market research and stay up-to-date on industry trends.
  • Provide exceptional service to clients.


What We're Looking For:


  • A recent graduate of a Financial Planning program with a Canadian Securities Course (CSC).
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • A passion for helping others achieve financial success.
  • A willingness to learn and grow in a fast-paced environment.



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