Job Description

Junior Associate/Financial Advisor
Location: Woodstock or Fredericton, NB | Type: Full-Time | In-Office Position

About Valley Wealth Management
Valley Wealth Management is a growing, client-focused advisory firm serving clients across Canada, with deep roots in the Saint John River Valley. Our primary offices are located in Woodstock and Fredericton, NB. We provide evidence-based investment solutions, holistic financial planning, and tax-efficient strategies for individuals, families, and business owners.

The Opportunity
We're seeking a motivated Associate/Financial Advisor to help us continue delivering exceptional service. This role is ideal for someone early in their advisory career -- or an existing advisor looking to propel their business to the next level within a collaborative, supportive environment. You'll work closely with the lead advisor to support client relationships, contribute to planning, and participate in marketing initiatives.

This is an in-office role, based in Woodstock and/or Fredericton, with occasional travel required for client meetings and events.

Key Responsibilities

Support the lead advisor with client servicing, onboarding, and follow-ups Assist in preparing financial plans, reviews, and investment proposals Contribute to marketing efforts, client communications, and presentations Use Excel and PowerPoint to develop planning tools and client materials Participate in training and compliance as part of your career development
Qualifications & Requirements

Strong interest in wealth management and client service Excellent communication, organizational, and teamwork skills Strong Excel and PowerPoint skills; marketing experience is an asset Willingness to travel occasionally Licensing is not required at hire, but must obtain: Investment license (CSC or MFDA) within 12 months Life insurance license (LLQP) within 24 months
Assets (Not Required)

Existing MFDA or IIROC advisor looking to grow within a team Completed CSC or LLQP Experience in financial services or client-facing roles
What We Offer

Mentorship, training, and career development Growth potential toward lead advisor responsibilities A collaborative team environment Competitive compensation
To Apply:
Please send your resume and a brief cover letter to the Office Manager, Nichole Stairs - nichole@valleywealth.ca

Job Type: Full-time

Pay: $45,000.00-$65,000.00 per year

Additional pay:

Bonus pay
Benefits:

Dental care Extended health care Mileage reimbursement RRSP match
Flexible language requirement:

French not required
Schedule:

Monday to Friday
Work Location: In person