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Oakville

    Wealth Advisor Assistant - Oakville, Canada - Staffix

    Staffix
    Staffix Oakville, Canada

    4 days ago

    Default job background
    Description

    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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