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Position: Associate Financial Advisor

Company: Assante Wealth Management/The Andrews Group

Location: London, Ontario

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Do you want to make a difference in the lives of clients by providing exemplary wealth planning expertise and advice?  We are expanding our team and looking for a dynamic and collaborative planner/advisor who is passionate about having an impact on the lives of clients. 

 

Assante Wealth Management is a well-established firm providing exceptional and trusted wealth planning advice to discerning clients. The Associate Financial Advisor is a key member of the advisory team who will support the lead advisor with a variety of planning activities for clients as well as provide advice/meet directly with a segment of clients.

 

This is a fantastic long-term opportunity to gain experience in a wealth management business, grow your skills as a planner and advisor, and participate in a growing and evolving business. If you are looking for a long-term career in financial planning with the opportunity to grow, this position is for you.

 

Learn more about our values and our team @ www.Andrewsgroup.com   

 

Our ideal candidate will have a passion for providing exceptional client service, comprehensive wealth strategies, and genuine, client-centered advice. You understand the impact trusted and innovative holistic planning has in making a difference in our clients’ lives by allowing them to spend more time doing the things they love.

 

Our Ask: 

  • Canadian Securities Course preferred

  • Some industry knowledge and/or experience that may include an understanding of the following core areas: tax, (personal/corporate) investment, risk management, and estate planning

  • Previous experience with client relationship management is an advantage

  • College or University degree preferred.

  • Certified Financial Planner designation an asset

  • Proficient computer skills including Microsoft office suite, Client Relationship Management (CRM's) systems, Financial Planning software, etc.

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Who are you? 

  • A positive, optimistic, and collaborative communicator

  • An independently driven and motivated individual who thrives with autonomy and responsibility

  • Efficient, effective, and accurate work practices

  • A genuine interest and curiosity in others

  • Proactive, intuitive, and flexible

  • Highly developed interpersonal skills enabling you to identify, and resolve spoken and unspoken needs of clients

  • Organized, analytical and detail-oriented

  • Innovative and progressive with respect to service and internal processes to maintain and grow our distinctive advantage within the industry

 

Responsibilities and Activities:

  • Prepare for client meetings focusing on strategy and planning

  • Meet with and provide advice to clients to help them achieve their goals

  • Respond to client inquiries and questions in a timely and accurate manner

  • Communicate with clients’ other professionals such as lawyers and accountants

  • Participate in business development and community activities that may include workshops, client appreciate events, social media, video/blogs, etc.

  • Prepare financial planning reports including financial projections

  • Prepare some paperwork and processing of account opening, executing trades, transfers, and follow up on execution

  • Perform other duties, as assigned by lead advisor

 

 

Your Skills:

  • Excellent oral and written communication with an ability to create client-facing wealth plans using plain language

  • Impeccable time management and organizational skills

  • Strong analytical and problem-solving skills with an ability to think “out of the box”

  • Management of wealth plans including coordinating activities with external advisors

  • Establish and track milestones to progress the plan

  • Prepare and update financial plans and reports such as financial projections, estate, tax, and risk management

  • Work closely and collaboratively with colleagues with a shared focus on delivering exceptional and seamless client service

  • Prepare trading instructions and maintain accurate client communication and portfolio records

 

Why Us? 

  • Ability to grow and progress your career as you develop your skills

  • Flexibility and Autonomy

  • "Non-sales" driven environment

  • On the job training learning established processes and workflows

  • Engaging & supportive team dynamic

  • Training & development opportunities

  • Competitive compensation $55,000 to $65,000

  • Health & dental benefits

  • RRSP Matching Program

  • $500 annual fitness benefit

  • Free parking downtown London

 

If this sounds like you, we’d love to hear from you. Simply apply with your resume to recruiting@ladderhr.ca with “Associate Financial Advisor” in the subject line.

 

The Andrews Group values diversity. We're proud to be an equal opportunity employer and consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition, or disability.


Please note that although we thank all applicants, only those being considered for interviews will be contacted.

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