Associate Financial Advisor - London, Canada - Assante Wealth Management - The Andrews Group

Description

Position:
Associate Financial Advisor


Company:
Assante Wealth Management/The Andrews Group


Location:
London, Ontario

We are hiring for one of our wonderful clients in the wealth management industry.

Assante Wealth Management/The Andrews Group is a well-established firm providing exceptional and trusted wealth planning advice to discerning clients.

The
Associate Financial Advisor is a key member of the advisory team who will support the lead advisor with a variety of planning activities for clients as well as provide advice/meet directly with a segment of clients.

Do you want to make a difference in the lives of clients providing exemplary wealth planning expertise and advice? We are expanding our team and looking for a dynamic and collaborative planner/advisor who is passionate about having an impact on the lives of clients.

This is a fantastic long-term opportunity to gain experience in a wealth management business, grow your skills as a planner and advisor, and participate in a growing and evolving business.

If you are looking for a long-term career in financial planning with the opportunity to grow, this position is for you.

Our Ask:

• Canadian Securities Course preferred
• Some industry knowledge and/or experience that may include an understanding of the following core areas: tax, (personal/corporate) investment, risk management and estate planning
• Previous experience with client relationship management is an advantage
• College or University degree preferred.
• Certified Financial Planner designation an asset
• Proficient computer skills including Microsoft office suite, Client Relationship Management (CRM's) systems, Financial Planning software, etc.

Who are you?

• A positive, optimistic, and collaborative communicator
• An independently driven and motivated individual who thrives with autonomy and responsibility
• Efficient, effective, and accurate work practices
• A genuine interest and curiosity in others
• Proactive, intuitive and flexible
• Highly developed interpersonal skills enabling you to identify, and resolve spoken and unspoken needs of clients
• Organized, analytical and detail oriented
• Innovative and progressive with respect to service and internal processes to maintain and grow our distinctive advantage within the industry

Responsibilities and Activities:

• Prepare for client meetings focusing on strategy and planning
• Meet with and provide advice to clients to help them achieve their goals
• Respond to client inquiries and questions in a timely and accurate manner
• Communicate with clients' other professionals such as lawyers and accountants
• Participate in business development and community activities that may include workshops, client appreciate events, social media, video/blogs, etc.
• Prepare financial planning reports including financial projections
• Prepare some paperwork and processing of account opening, executing trades, transfers, and follow up on execution
• Perform other duties, as assigned by lead advisor

Your Skills:

• Excellent oral and written communication with an ability to create clientfacing wealth plans using plain language
• Impeccable time management and organizational skills
• Strong analytical and problemsolving skills with an ability to think "out of the box"
• Management of wealth plans including coordinating activities with external advisors
• Establish and track milestones to progress the plan
• Prepare and update financial plans and reports such as financial projections, estate, tax, and risk management
• Work closely and collaboratively with colleagues with a shared focus on delivering exceptional and seamless client service
• Prepare trading instructions and maintain accurate client communication and portfolio records

Why Us?

• Ability to grow and progress your career as you develop your skills
• Flexibility and Autonomy

- "Non-sales" driven environment

• On the job training learning established processes and workflows
• Engaging & supportive team dynamic
• Training & development opportunities
• Competitive compensation
• Health & dental benefits
• RRSP Matching Program

- $500 annual fitness benefit

• Free parking downtown London

Ladder HR Solutions proudly serves companies across Canada. Our team are specialists in their areas of interest. Our passion is HR.


Benefits:

• Dental care
• Extended health care
• Vision care

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to commute/relocate:

• London, ON N6B 1Z5: reliably commute or plan to relocate before starting work (required)

Education:

• Bachelor's Degree (preferred)

Experience:

• Financial services: 1 year (required)
• Customer relationship management: 1 year (required)

Work Location:
In person