Financial Advisor Associate
We are a dynamic financial services organization operating out of Brantford, Ontario. This position is ideal for an energetic individual prepared to deliver exemplary service to our valued clients through a collaborative team effort.

Who you are:

• Client-centered, putting client interests first
• Entrepreneurial
• Curious and willing to dig deep to find solutions to complex problems
• Able to build strong, lasting relationships with clients
• Able to work independently and in a team
• Willing to be flexible, occasionally working long hours

Key Responsibilities:

• Review client accounts, maintain account lists, and track client documentation
• Work alongside and in collaboration with the administrative support team in various task and projects, for the benefit of the Advisors and Associate
• Proactively communicate with clients and respond to developing needs, resolve issues or problems and following up as appropriate
• Provides advice, guidance and education to clients in the areas of investment, retirement, taxes, insurance and estate planning

Qualifications Required:

• Strong desire for a career within the financial services industry
• Strong business acumen and financial industry knowledge
• At minimum CIFC licensing is required
• Holds or pursuing the CFP® designation

Added Value:

• Extensive knowledge of current MFDA (CIRO) compliance standards and regulations
• Experience with leading edge resources, CRM and FP software
• Life license qualification program (LLQP), or willingness to obtain
• Existing book of business

Job Type: Full-time
Pay: $40,000.00-$80,000.00 per year

Benefits:

• Disability insurance
• Flexible schedule
• Life insurance

Work Location: In perso

• Review client accounts, maintain account lists, and track client documentation
• Work alongside and in collaboration with the administrative support team in various task and projects, for the benefit of the Advisors and Associate
• Proactively communicate with clients and respond to developing needs, resolve issues or problems and following up as appropriate
• Provides advice, guidance and education to clients in the areas of investment, retirement, taxes, insurance and estate plannin