Build a rewarding career as a Financial Services Associate with Co-operators located in Ajax, Ontario. Assist clients in devising financial strategies for a secure future through tailored solutions.

This full-time position involves assessing client financial needs, providing insights on insurance and investment opportunities, and preparing personalized financial plans. You’ll regularly review and manage client portfolios and collaborate closely with senior advisors to ensure a consistent and high-quality client service experience. Engage in community outreach efforts while supporting client acquisition initiatives.

Key Responsibilities:
• Assess client financial situations through meetings and discussions
• Deliver customized financial summaries and recommendations
• Regularly review investment portfolios to evaluate performance




• Maintain compliance and accurate records as per standards
• Participate in community outreach to foster client relationships

Requirements:
• Solid foundation in financial planning and advisory services
• Knowledge of finance, investments, and retirement planning
• Relevant educational background and pursuit of financial certifications
• Strong interpersonal and communication skills
• Valid LLQP and mutual funds license; position requires in office work in Ajax

Leverage your financial expertise to help clients thrive and secure their financial futures at Co-operators.
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📌 Financial Services Associate in Ajax, Ontario
🏢 Co-operators
📍 Ontario