Join Co-operators as an Associate Financial Advisor in Ajax, ON, focusing on advancing clients' financial security. This full time on-site 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:
Solid 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
In office work commitment in Ajax and community engagement Enhance financial strategies at Co-operators, blending expertise with client-centric initiatives in Ajax.

📌 Associate Financial Advisor In Ajax, On
🏢 Co-operators
📍 Ajax