Join our agile team as a Wealth & Financial Planning Associate, where you will play a vital role in helping clients achieve their financial goals through comprehensive planning and expert advice. This paid position offers an exciting opportunity to develop your skills in financial services, build meaningful client relationships, and contribute to personalized financial strategies. You will collaborate with experienced professionals to deliver tailored solutions that align with clients' unique needs, ensuring they feel confident and supported on their financial journey.
About Us / Company Description
Welcome to Fair Advice Financial Inc. We are a trusted financial planning firm based in Brampton, Ontario, dedicated to helping individuals, families, and businesses secure their financial future with clarity and confidence.
Our mission is to deliver honest, transparent, and personalized financial advice. From comprehensive wealth management and retirement planning to risk assessment and strategic investments, we empower our clients to make informed decisions that align with their long-term goal.
What We Do:
Personalized financial and retirement planning.
Wealth management and investment advisory services.
Insurance, risk management, and estate planning strategies.
Tax-efficient financial solutions tailored to individual and business needs.
Experience
Previous experience or strong interest in financial services, accounting, or related fields is preferred
Demonstrated ability to research complex information and synthesize findings into explicit recommendations
Robust math skills with attention to detail for analyzing financial data and calculations
Experience with customer relationship management systems is a plus
Excellent communication skills to effectively explain financial concepts to clients of.
At Fair Advice Financial Inc., we pride ourselves on building lasting relationships based on trust, integrity, and exceptional client care. We foster a collaborative, professional, and growth-oriented work environment where dedicated professionals can make a meaningful impact on the community's financial well-being. Pay: $57.23-$105.84 per year