Financial Advisor Associate - Brantford, Canada - Brittain Group Financial Services
Brittain Group Financial Services
Brantford, Canada
Verified Company
3 weeks ago
Description
Financial Advisor AssociateWe 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:
- Clientcentered, 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
Pay:
$40,000.00-$80,000.00 per year
Benefits:
- Disability insurance
- Flexible schedule
- Life insurance
Flexible Language Requirement:
- French not required
Schedule:
- Monday to Friday
- Overtime
Work Location:
In person