Enhance financial client relationships as an Associate Financial Advisor at Co-operators in Ajax, ON. This full-time, in office role focuses on assessing financial needs and presenting effective solutions.
As an Associate Financial Advisor, you will analyze clients' financial goals and develop growth and protection strategies. Responsibilities include preparing financial summaries, reviewing investment portfolios, and collaborating with senior advisors to ensure high-quality service. Compliance with regulatory standards is essential for maintaining client trust and satisfaction.
Key Responsibilities:
• Assess and understand clients' financial objectives • Prepare tailored financial summaries and recommendations • Review investment portfolios and make adjustments • Collaborate on retirement planning and client acquisition • Ensure compliance with all regulatory requirements
Requirements: • Solid foundation in Financial Planning and Advisory • Knowledge of finance, investments, and retirement strategies • Relevant post-secondary education; certifications are a plus • Strong interpersonal and organizational skills • Ability to work in office in Ajax and contribute to local initiatives
Bring your financial expertise to Co-operators, making a significant impact in clients' financial journeys in Ajax. #J-18808-Ljbffr