Associate Financial Advisor

IFSE Institute - Vancouver, BC (30+ days ago)

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Job Type Full Time
Education Level Bachelor's Degree
Years Of Exp. 3
Descripton/Qualifications

Job description

Assante Vancouver Centre is a premier wealth management firm located in downtown Vancouver. With over 30 years in the industry, our branch offers our clients a personalized and comprehensive planning experience.

One of our highly professional and successful practice team is looking to bring on an Associate Planner to work alongside two Senior Planners in servicing their clients. This is a tremendous opportunity for a career-oriented person in the financial services industry looking to join a full-service financial practice. The successful candidate will be mentored to help develop more advanced advisory skills, with the goal of taking on a primarily client-facing role.

This is a full-time position with a competitive compensation and benefits package.

Responsibilities

Play an integral role as part of a team with the Financial Planners and administrators
Assist in the completion of required materials and tasks before, during and after client meetings
Attend client meetings with financial planners when required
Engage clients on a regular basis by handling incoming and outgoing calls to provide client service & support
Assist in the preparation of financial plans, portfolio and insurance reviews and tax preparation
Serve as a support to the Administrator for form preparation, statement requests and other administrative requirements
Liaise and assist with our client’s professional advisors including lawyers, accountants and brokers
Maintains a strong understanding of industry regulations, policies & procedures, and compliance requirements. Keeps the team prepared for upcoming changes

Other Responsibilities (not limited)

Organize data, information and files in Microsoft OneNote and CRM
Maintain client tracking spreadsheets
Help coordinate and attend client, networking or industry events
General admin duties

Qualifications

Minimum of three years of related work experience in financial services
Preference given to someone who worked in a similar role of client servicing and financial planning
Working knowledge of investment products and vehicles

Skills and Abilities

A highly-motivated individual and the willingness to learn through practical, technical and educational formats
High interest in career development and taking on more advisory responsibilities as the opportunity arises
Strong and professional communication skills both written and verbal
Strong multitasking skills with the ability to prioritize high urgency/sensitive items
Ability to obtain a high level of accuracy and a strong attention to detail
Team oriented – Helpful, encouraging and supportive personality
Understanding of back office procedures and compliance in a MFDA environment
Strong computer and technical skills in a Windows/PC environment
Highly proficient in Word, Excel, Outlook and SalesForce

Education/training

Post-secondary education (preference for Finance/Business focus)
CIFC, IFC or CSC successfully completed preferred (able to be licensed)
CFP or at a minimum be enrolled and on track to completing preferred

Please send resumes to Karen at knanara@assante.com

We thank all applicants for their interest; however only those selected for an interview will be contacted.

Languages
English

Certifications/Licences
CSC
IFIC