An established Certified Financial Planner is seeking a successor for his practice. 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.
- 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 so to relate and build trust with people.
- 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, preferably in a financial planning firm with exposure to both insurance and investment planning.
- 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: $18.00-$23.00 per hour
Expected hours: 10 – 35 per week
Additional pay:
Flexible language requirement:
Schedule:
- Day shift
- Evening shift
- Every Weekend
- Holidays
- Monday to Friday
Application question(s):
- Are you comfortable with working in small office environment?
- Are you able to work on weeknights and weekends?
Work Location: In person
