Associate Advisor

Enrich Financial - Richmond Hill, ON (30+ days ago)

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We are looking to grow our established independent financial advisory team. Established almost 30 years ago, we look after +300 clients and want to refocus on providing superior service to a select group of clients. The financial industry is changing, and we are positioning ourselves to take advantage of this opportunity.

Being part of an independent financial advisor team provides us the freedom to offer the ideal investment products to our clients with no sales quota pressures. Our goal is to provide the best independent advice and help our clients achieve their financial and life goals.

As an Associate Advisor, you will receive training on how to manage a successful practice. This includes all aspects of comprehensive financial planning such as tax planning, insurance and estate planning. The ideal candidate has the intent of becoming a licensed investment and/or insurance advisor and owning their own book of business.

This is a great opportunity to get started in the financial advisory world and build your own practice while contributing to and learning from an established team.

A successful candidate will be

  • Passionate about helping people
  • Curious to know and learn more
  • Enjoys solving difficult problems
  • Highly motivated and displays an entrepreneurial spirit
  • Digital literacy across a broad range of devices and programs (e.g. proficient with Microsoft Office skills, Docusign, CRM tools, email marketing etc.)

This is a contract position. Remuneration for this position will be hourly plus bonus. Contract extension will be based on performance and fit with the team – we’re looking for someone who will join us for several years.

Our office is in Richmond Hill, Ontario. There will be occasional travel through the Greater Toronto Area to visit clients. There will be a mix of work from home and in office due to COVID-19.

To be considered for employment, candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions. We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check. Employment is contingent on the satisfactory completion of a pre-employment background check.

We sincerely thank all applicants who express an interest in this role: only those being directly considered will be contacted.

Contract length: 6 months

Job Types: Full-time, Temporary, Contract

Salary: $15.00 per hour

Additional pay:

  • Commission Pay

Benefits:

  • Flexible Schedule
  • Work From Home

Schedule:

  • Monday to Friday

Work remotely:

  • Temporarily due to COVID-19