Junior Financial Advisor Jobs

Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire.

Let's talk. It's an exciting time to join us!

Responsibilities

• Provide financial planning support to clients.
• Participate fully as a member of the team, support a positive and service-oriented work environment.
• Setting up meeting files for the Advisor.
• Prepare financial plans and check their accuracy.
• Contribute to team and department goals while strengthening customer service and dedication.
• Preparation and submission / implementation of insurance applications, illustrations and required forms.
• Identify your client’s life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services.
• Monitor service, productivity and assess efficiency and implement continuous improvements.
• Support investment professionals to cultivate client relationships.

Qualifications

• Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships.
• College or University education preferred and 1-3 years of industry experience.
• Team player with strong work ethics.
• Mutual Fund licensed or willing to obtain within 2 years in role.
• Detailed oriented, professional attitude and reliable.
• Life insurance license required.
• Proficient in English, both written and verbal.
• Great organizing and multi-tasking skills.