Private Wealth Management Associate, Elaine Andrew & Associates - Markham, On

Associate Financial Advisor

North York, ON.

Elaine Andrew & Associates currently seeks a self-motivated and disciplined Associate Financial Advisor to join our practice in a client servicing role as a full-time, in-office team member. As an Associate, you will support lead advisors by providing comprehensive financial planning and client servicing support.

Position Overview

• Identify new business opportunities from existing families
• Explain product and services to clients directly and support all activities to further client relationships
• Support all practice management activities including account reviews, executing trade orders, compliance adherence, documentation tracking and maintenance of account lists
• Support all financial planning activities, including in-depth analysis, financial plan creation, execution of strategic concepts, and ongoing maintenance and tracking

What We’re Looking For In You

• MFDA license in place
• Critical thinker who can come up with unique ways to solve problems
• Strong computer skills in MS Office Suite (Outlook, Word, Excel, PowerPoint)
• Problem solver with an ability to anticipate and understand future steps necessary to accomplish tasks
• Life License Qualification Program completion is a plus (or willing to obtain)
• Experience in role involving financial planning and using financial planning software
• Desire to work in a successful and dynamic practice where each team member may wear more than one hat
• Certified Financial Planner (CFP) designation is a plus, or willingness to work towards CFP
• Self-starter who takes initiative and can work independently
• Minimum 3 years' of industry experience
• Excellent written and verbal communication skills
• Self-confident but highy coachable with a high level of integrity

About Elaine Andrew & Associate Private Wealth Management

At Elaine Andrew & Associates, we believe managing your wealth means more than managing your investments. Our experienced team has access to specialists with expertise in tax & estate planning, securities, insurance protection, lending and business succession support, so we can tailor a plan that meets your short & long term goals. Although our strategies can be complex, the way we explain it is not. We help clients commit to their Financial Plan, creating good habits and confidence to ensure you achieve your life goals. For more details, please visit Elaine Andrew & Associates