Job Description

Job Overview

We are seeking a motivated and detail-oriented Associate Consultant to join our dynamic team. Drawing on previous experience in a similar role, you will be responsible for helping grow the business of a well-established, client-centered financial planning practice. You must be a self-motivated/managed and disciplined individual with an entrepreneurial spirit who has a passion for networking and ability to create and maintain relationships.

The opportunities:

Front of the line access to Private Wealth Management Support such as an Advanced Financial Planning Team, Private Client Support and Practice Management Team; Be mentored by the finest consultants in the industry;

Specifically you will:

Provide support to a Senior Financial Consultant; Review and maintain clients' investments; Meet with existing and new clients; Implement all instructions from new and existing clients in accordance with compliance regulations and Agrawal Associates' policies; Explore new service opportunities from clients; Participate in business development activities of Agrawal Associates; Implement all assigned business development activities.

The benefits:

Strong compensation package including vacation, bonuses, and rewards; Entrepreneurial culture that promises personal growth and development in the high net worth market; Modern work environment; The opportunity to explore new challenges and drive your own success.

To qualify for this opportunity you should possess:

A minimum of 3-5 years of experience in the Financial Services Industry; Completion of necessary licensing requirements including LLQP, CSC and CPH and WME Completion of a post-secondary degree in a relevant business discipline, CFP or F. Pl. designation, would be an asset; Strong verbal and written communication skills; Additional language proficiency would be an asset.
We are committed to continuing to grow our position of strength within the financial industry by attracting, promoting, and retaining professionals that are representative of the clients we serve. However, we acknowledge that diversity alone is not enough; it is also paramount to offer a workplace that is equitable and inclusive of all people. In our practice, we strive to provide a welcoming environment that allows individuals of all identities, expressions, and backgrounds to thrive and succeed in their careers.

Non-Negotiable Requirement

At our organization,

exceptional service to clients is non-negotiable

. We are looking for someone who not only has the financial skills but also demonstrates a genuine commitment to serving clients with professionalism, respect, and care in every interaction.

Job Type: Full-time

Pay: $60,000.00-$80,000.00 per year

Work Location: In person