Associate Financial Advisor - North York, ON
Seeking a self-motivated and disciplined Associate Financial Advisor to join our practice in a client servicing role as a full-time, in-office team member.
As an Associate, you will support lead advisors by providing comprehensive financial planning and client servicing support.
Position Overview :
- Support all financial planning activities, including in-depth analysis, financial plan creation, execution of strategic concepts, and ongoing maintenance and tracking
- Explain product and services to clients directly and support all activities to further client relationships
- Identify new business opportunities from existing families
- Support all practice management activities including account reviews, executing trade orders, compliance adherence, documentation tracking and maintenance of account lists
What we’re looking for in you
- Minimum 3 years' of industry experience
- MFDA license in place
- Life License Qualification Program completion (or willing to obtain)
- Certified Financial Planner (CFP) designation is a plus, or willingness to work towards CFP
- Experience in role involving financial planning and using financial planning software
- Excellent written and verbal communication skills
- Strong computer skills in MS Office Suite (Outlook, Word, Excel, PowerPoint)
- Desire to work in a successful and dynamic practice where each team member may wear more than one hat
- Critical thinker who can come up with unique ways to solve problems
- Self-starter who takes initiative and can work independently
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