Associate Financial Advisor

Assante Vancouver Centre - Vancouver, BC (30+ days ago)

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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 planning teams 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 Salesforce 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
  • Team oriented – Helpful, encouraging and supportive personality
  • Understanding of back office procedures and compliance in a MFDA environment
  • Highly proficient in technology, in particular MS Office Suite

Education/training

  • Post-secondary education
  • CIFC, IFC or CSC successfully completed preferred (able to be licensed)
  • CFP successfully completed or enrolled (not required)

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

Job Type: Full-time

Salary: $55,000.00 to $65,000.00 /year

Experience:

  • Financial Planning: 3 years (Preferred)