Elevate client financial well-being at Co-operators as an Associate Financial Advisor in Ajax, ON. You will assess needs, explain solutions, and develop tailored plans for growth.
This full-time, on-site role emphasizes client service and personalized financial strategies. You will prepare financial summaries, review portfolios, and assist in retirement planning strategies. Collaboration with senior advisors is essential to provide a high-quality experience and maintain compliance with regulatory standards.
Key Responsibilities:
• Assess client financial needs and goals
• Prepare financial summaries and tailored recommendations
• Review and optimize client investment portfolios
• Support retirement planning strategies and client acquisition
• Ensure compliance with regulatory and company standards
Requirements:
• Foundation in Financial Planning and Advisory
• Knowledge of Finance, Investments, and Retirement Planning
• Relevant post-secondary education in finance or business
• Strong communication and client service skills
• Ability to work in office in Ajax and engage in community initiatives
Contribute your financial expertise and relationship-building skills to empower clients at Co-operators in Ajax.
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