Job Description

An established Certified Financial Planner is seeking an Assistant / Associate for further business development. This is an entry to intermediate level position that works F/T or P/T in collaboration with the Planner to provide clients with holistic wealth management advice.

Your main responsibilities will involve:

Supporting the Planner to provide first-class financial planning and strategic wealth management services to our clients. Providing secretarial and administrative support in daily operations Managing client reviews, scheduling meetings and preparing client meeting materials. Engaging in business development activities and providing support on the due diligence process. Assisting in investment portfolio reviews and preparing insurance needs analysis, if applicable. Preparing marketing & communication materials for clients and target markets.

Successful candidate is required to possess the following skills and qualities:

You have excellent written and verbal communication skills. You have strong organizational and time management skills with the ability to prioritize. You thrive in a small office with fast-paced and dynamic work environment You are comfortable working with people and numbers. You have exceptional interpersonal skills. You are result-oriented with firm entrepreneurial focus. You are committed towards ongoing learning and self-development.

For those who want to apply for being an Associate, applicants are expected to possess relevant professional qualifications:

You have years of related work experience in the finance sector (knowledge and previous background in insurance and investment planning will be an advantage). Completion or in the process of obtaining the following is considered an asset: Securities license, CFP, and/or Life License Qualification Program (LLQP)

TO APPLY

Please include a cover letter and full resume in your application with the position you want to apply :

Assistant (or) Wealth Management Associate.

Thank you for your interest in this position. Only candidates considered for an interview will be contacted.

Job Types: Full-time, Part-time, Permanent

Pay: $19.00-$23.00 per hour

Additional pay:

Bonus pay Commission pay
Flexible language requirement:

French not required
Schedule:

Day shift Evening shift Every Weekend Holidays Monday to Friday
Application question(s):

Are you able to work on weeknights and weekends? What attracts you to this position?
Work Location: In person