Job Description

Job Overview

Join our dynamic team as an Associate Financial Representative and become a vital part of helping clients achieve their financial goals! In this energetic role, you will provide personalized financial guidance, develop tailored strategies, and foster lasting relationships with clients. Your expertise will empower individuals and families to secure their financial futures through comprehensive planning, investment management, and wealth-building solutions. This position offers a fantastic opportunity to grow your career in the vibrant world of financial services while making a meaningful impact on clients' lives.

Responsibilities

Engage with clients to understand their financial objectives, risk tolerance, and current financial situation. Develop customized financial plans incorporating estate planning, tax strategies, and investment management to meet client needs. Educate clients on various financial concepts including securities law, cash management, and portfolio management. Conduct thorough financial analysis using advanced financial software and tools to assess client portfolios and recommend improvements. Assist clients with estate planning activities such as wills, trusts, and estate law considerations to ensure their assets are protected. Promote and sell a broad range of financial products and services aligned with client goals, including insurance, investment accounts, and banking solutions. Stay informed about current regulations in securities law and tax laws to ensure compliance and optimal planning strategies. Maintain detailed records of client interactions, transactions, and recommendations while managing ongoing customer relationships through CRM systems. Collaborate with senior advisors on research projects related to asset management, public accounting principles, or corporate accounting practices. Support the team in delivering exceptional customer service by addressing inquiries promptly and professionally.

Skills

Strong understanding of estate planning, wills, trusts & estate law, and tax experience to craft comprehensive client strategies. Proficiency in financial sales techniques combined with excellent customer relationship management skills. Works well independently Familiarity with financial concepts such as cash management, wealth management, portfolio management, and asset management. Ability to interpret complex financial data using advanced financial software tools. Solid foundation in accounting principles--corporate accounting or technical accounting experience is a plus. Experience in banking or public accounting environments is advantageous for understanding regulatory frameworks. Demonstrated research capabilities to stay abreast of industry trends and regulatory changes affecting financial services. Effective sales skills paired with strong communication abilities to build trust with clients. This role is ideal for motivated individuals eager to develop their expertise in the vibrant field of finance while helping clients realize their dreams! We are committed to supporting your professional growth through ongoing training opportunities in areas like estate planning, investment strategies, and regulatory compliance--all within a collaborative environment dedicated to your success.
Job Type: Full-time

Pay: $34,400.00-$82,261.07 per year

Benefits:

Employee assistance program On-site parking
Work Location: Hybrid remote in Owen Sound, ON N4K 2H5