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, in office 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 on-site in Ajax and engage in community initiatives

Contribute your financial expertise and relationship-building skills to empower clients at Co-operators in Ajax. #J-18808-Ljbffr

📌 Financial Advisor Ajax - Co-operators (Whitby)
🏢 Co-operators
📍 Whitby