Position: Wealth Planning Associate

Company: Assante Wealth Management/The Andrews Group

Location: London, Ontario 

Do you want to make a difference in the lives of clients providing exemplary wealth planning expertise and advice?  We are building our team and looking for a dynamic and collaborative planner 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 Wealth Planning Associate is a key member of the advisory team who will have the autonomy to lead wealth planning initiatives for the office.

 

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: 

  • Certified Financial Planner or Registered Financial Planner designation strongly preferred

  • College or University degree. An asset to have diploma or degree in accounting or finance related field

  • Canadian Securities Course an asset

  • Minimum 2 to 3 years of previous planning experience that includes 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

  • Proficient computer skills including financial planning software programs (Naviplan), Microsoft office suite etc.

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

 

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”

  • Expertise in relationship management, investment, estate, tax, risk and financial planning

  • 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? 

  • Engaging & supportive team dynamic

  • Training & development opportunities with a tuition reimbursement program

  • 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 send your resume by Monday September 27, 2021

 

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 interview will be contacted.