Join Co-operators as an Associate Financial Advisor in Ajax, ON, focusing on advancing clients' financial security. This full-time in office role requires expertise in financial and retirement planning.
You will be instrumental in developing comprehensive financial strategies and solutions tailored to client needs. Daily responsibilities include meeting clients, analyzing financial products, and preparing personalized plans for growth. Collaboration with a team of senior advisors ensures a consistent, quality experience in line with regulatory compliance.
Key Responsibilities:
• Engage clients to understand financial goals
• Analyze investment products and assess risk
• Prepare personalized financial plans and summaries




• Assist in retirement and investment planning
• Maintain accurate client records and compliance standards
Requirements:
• Strong background in Financial Planning and Investments
• Relevant education in finance, business, or economics
• Excellent client service and communication skills
• Familiarity with financial software and CRM tools
• On-site work commitment in Ajax and community engagement
Enhance financial strategies at Co-operators, blending expertise with client-centric initiatives in Ajax.
#J-18808-Ljbffr

📌 Associate Financial Advisor in Ajax, ON
🏢 Co-operators
📍 Ajax