Job description:

HR Made EZ is working with a highly service oriented Financial Advisory Team, looking for a dynamic Associate Advisor to support and grow with existing clients as well as develop current clients in Toronto, Ontario. This is a brand new role that you can help to shape within the business!

Who are you …

You're driven, curious, and ready to build something meaningful. You see this as more than just a job—it's a career opportunity to grow your financial practice with the support of an experienced team. You thrive in a collaborative environment, enjoy a challenge, and are very self-motivated. Problem-solving comes naturally and so does building relationships. You're energized by the opportunity to help people create financial security and long-term success.

For this position, you need to be a results-driven sales professional with 3–5 years of experience, backed by a verifiable track record of success and currently engaged in managing and expanding an existing book of business. This individual should also have a strong interest in financial planning and building tailored strategies to determine client needs. This is not solely a sales role; it encompasses servicing existing clients and developing comprehensive plans to help grow their business with us.

Responsibilities

· Working with existing clients to uncover needs and new business opportunities

· Develop in-depth knowledge of products and services to provide strategies and solutions for the existing client base

· Establish and develop strong client relationships by understanding their financial situation and objectives

· Take advantage of various prospecting channels to consistently grow your financial services practice

· Respond to client requests, inquiries,



and concerns promptly and efficiently

· Adhere to regulatory policies by staying up to date with all industry rulings and policies

· Ensure all client interactions are accurately documented

What you bring to the table…

· Post-secondary education in Finance or business-related studies is an asset

· 3-5 years of experience in a sales/advisory/financial planning capacity

· Demonstrate leadership and a strong self-image, while working both independently as well as in teams

· Success driven with a strong work ethic and client first mindset

· Excellent written and verbal communication skills

· Strong organizational skills

· Ability to meet deadlines

· Understanding of industry and firm compliance regulations

· LLQP license

· IFIC/ CSC already in place

· CFP/CLU is an asset or a willingness to complete

· Digital literacy using a variety of systems and tools

· Willingness to transition a group of qualified clients considered an asset

To be considered for this role, you must be legally eligible to work in Ontario. Candidates must successfully complete a background screening, which includes both security and financial checks, as part of the selection process.

If you’re a high-energy sales professional who thrives on closing deals and making a difference in people’s lives, we want to hear from you.

HR Made EZ supports clients with a workforce of diverse backgrounds and encompasses policies and initiatives designed to help all team members feel welcomed and well-equipped to succeed in their roles. We also appreciate every application we receive, but due to our overwhelming response, will only be able to contact those who are in consideration for the position.

Pay: From $65,000.00 per year

Work Location: Hybrid remote in Toronto, ON

📌 Associate Financial Advisor (Toronto)
🏢 HR Made EZ
📍 Toronto