We are a dynamic financial services organization operating out of Brantford, Ontario. This position is ideal for an energetic individual prepared to deliver exemplary service to our valued clients through a collaborative team effort.
Who you are:
- Client-centered, putting client interests first
- Entrepreneurial
- Curious and willing to dig deep to find solutions to complex problems
- Able to build strong, lasting relationships with clients
- Able to work independently and in a team
- Willing to be flexible, occasionally working long hours
Key Responsibilities:
- Review client accounts, maintain account lists, and track client documentation
- Work alongside and in collaboration with the administrative support team in various task and projects, for the benefit of the Advisors and Associate
- Proactively communicate with clients and respond to developing needs, resolve issues or problems and following up as appropriate
- Provides advice, guidance and education to clients in the areas of investment, retirement, taxes, insurance and estate planning
Qualifications Required:
- Strong desire for a career within the financial services industry
- Strong business acumen and financial industry knowledge
- At minimum CIFC licensing is required
- Holds or pursuing the CFP® designation
Added Value:
- Extensive knowledge of current MFDA (CIRO) compliance standards and regulations
- Experience with leading edge resources, CRM and FP software
- Life license qualification program (LLQP), or willingness to obtain
- Existing book of business
Job Type: Full-time
Pay: From $50,000.00 per year
Perks:
- Disability insurance
- Flexible schedule
- Life insurance