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 discussionsDeliver customized financial summaries and recommendationsRegularly review investment portfolios to evaluate performanceMaintain compliance and accurate records as per standardsParticipate in community outreach to foster client relationshipsRequirements:Solid foundation in financial planning and advisory servicesKnowledge of finance, investments, and retirement planningRelevant educational background and pursuit of financial certificationsStrong interpersonal and communication skillsValid LLQP and mutual funds license; position requires in office work in AjaxLeverage your financial expertise to help clients thrive and secure their financial futures at Co-operators.

📌 Financial Services Associate In Ajax, Ontario (Pickering)
🏢 Co-operators
📍 Pickering