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Associate Financial Advisor Jobs

Associate Advisor Jobs
By RBC Wealth Management At Toronto, Ontario, Canada
Management that supports your work and progression
Relationship manage a segment of the Investment Advisor’s book.
Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.
Exceptional written and verbal communication skills
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Support Wholesale Finance Control teams in month-end and quarter-end financial reporting processes through journal entry booking and disclosure template submissions.
Financial Advisor Associate Jobs
By Servus Credit Union At Athabasca, Alberta, Canada
Post-secondary education in Finance (or related studies)
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation
Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness
Opening and reviewing new accounts, following up with members as per member service guidelines
Preparing and entering loan application information
Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members
Financial Advisor Associate Jobs
By Servus Credit Union At Barrhead, Alberta, Canada
Post-secondary education in Finance (or related studies)
1 year of retail banking or sales experience in addition to your high school diploma.
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness.
Opening and reviewing new accounts, following up with members as per member service guidelines.
Preparing and entering loan application information.
Financial Advisor Associate - Edmonton
By ATB Financial At Edmonton, Alberta, Canada
Good working knowledge of wealth management solutions, sales processes, policies, and procedures
Organizes and attends client hosting events by planning all event management activities to ensure a successful & value-add affair.
Strong working knowledge of G-suite and computer skills
Some post secondary education preferred or previous industry related experience would be an asset
Maintains a strong understanding of investment related regulations, sales processes, policies & procedures, and compliance requirements.
Proven experience in prospecting and networking in previous roles is an asset
Financial Associate Jobs
By Experior Financial Group At British Columbia, Canada

Are YOU interested to join one of the fastest growing financial company in North America?

Associate Advisor Jobs
By Sun Life | First & Main Financial Services inc. At Airdrie, Alberta, Canada
Gain knowledge of other carriers for options if declined by Sun Life Financial (our alliance)
Minimum of 2 years customer service experience
Ideally, 2 years sales experience in any industry
Other financial services designations a huge benefit
Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion
Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles
Financial Advisor Associate - Barrhead
By Servus Credit Union At Barrhead, Alberta, Canada
Post-secondary education in Finance (or related studies)
Status: Full-time (37.5 hours a week); entitled to excellent company benefits
1 year of retail banking or sales experience in addition to your high school diploma.
Compensation: $48,403 - $60,504 per annum
Closing Date: As soon as a suitable candidate is found.
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
Associate Financial Advisor / Associate Financial Services Specialist
By CIBC At Ottawa, Ontario, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Associate Financial Advisor Jobs
By The Cooperators - Irene Sham At Toronto, Ontario, Canada
• Strong skills in communication (verbal and written), organization, time management, client service,
• Service and support the life, group and wealth management portfolio of the agency while adhering to
compliance rules and regulations for the sale of life insurance and wealth management products.
• Proactively complete client reviews focusing on life and wealth management products.
• Meet all provincial-licensing requirements in accordance with continuing education to obtain and
• Knowledge of insurance products and strong underwriting skills is an asset.
Associate Financial Advisor Jobs
By CIBC At Grand Falls-Windsor, Newfoundland and Labrador, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Financial Service Associate Jobs
By CIBC At Toronto, Ontario, Canada
You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Financial Advisor Associate Or Financial Advisor - Clearview | Red Deer
By Servus Credit Union At Red Deer, Alberta, Canada
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
Building a comprehensive knowledge of the local market, competitive offers, and economic trends
Post-secondary education in Finance (or related studies)
Demonstrating excellent communication skills and engaging members in conversations to determine their immediate needs
Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
Associate Financial Advisor/Associate Financial Services Specialist
By CIBC At Toronto, Ontario, Canada
You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Financial Advisor Associate Jobs
By Servus Credit Union At Innisfail, Alberta, Canada
Post-secondary education in Finance (or related studies)
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation
Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness
Opening and reviewing new accounts, following up with members as per member service guidelines
Preparing and entering loan application information
Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members
Financial Advisor Associate | Bashaw
By Servus Credit Union At Bashaw, Alberta, Canada
Post-secondary education in Finance (or related studies)
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness.
Opening and reviewing new accounts, following up with members as per member service guidelines.
Preparing and entering loan application information.
Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members.
Financial Advisor Associate - Grande Prairie Downtown
By Servus Credit Union At Grande Prairie, Alberta, Canada
Post-secondary education in Finance (or related studies)
Status: Full-time (37.5 hours a week); entitled to excellent company benefits
Compensation: $48,403 - $60,504 per annum
Closing Date: May 23, 2023
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness.
Associate Financial Advisor Jobs
By Ferguson Financial Planning | CI Assante Wealth Management At Mississauga, Ontario, Canada
Strong client service, and cross-selling skills to build/maintain relationships with prospects, clients, employees and management
Upon hire, the Assante Wealth Management 90-Day training program must be successfully completed;
Successful completion of the Wealth Management Essentials Course (WME) within 24 months of hire date;
Responsible for keeping Client KYCs updated per latest IIROC requirements
A minimum of two (2) year sales and client service experience within the investment industry
Experience with Salesforce and Naviplan a strong asset
Financial Advisor Associate Jobs
By Servus Credit Union At Leduc, Alberta, Canada
Post-secondary education in Finance (or related studies)
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation
Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness
Opening and reviewing new accounts, following up with members as per member service guidelines
Preparing and entering loan application information
Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members
Financial Advisor Associate - Morinville
By Servus Credit Union At Morinville, Alberta, Canada
Post-secondary education in Finance (or related studies)
Status: Full-time (37.5 hours a week); entitled to excellent company benefits
Compensation: $48,403 - $60,504 per annum
Days of Operation: Monday through Friday
Closing Date: April 24, 2023.
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
Associate Financial Advisor Jobs
By CIBC At White Rock, British Columbia, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know

Are you looking for an exciting opportunity to help people achieve their financial goals? We are looking for an Associate Financial Advisor to join our team and provide our clients with comprehensive financial advice. You will be responsible for developing and implementing financial plans, providing advice on investments, and helping clients make informed decisions. If you have a passion for helping people and a strong understanding of financial markets, this could be the perfect job for you!

Overview An Associate Financial Advisor is a professional who provides financial advice and services to individuals and businesses. They help clients make informed decisions about their financial future by providing advice on investments, retirement planning, estate planning, and other financial matters. Detailed Job Description An Associate Financial Advisor is responsible for providing comprehensive financial advice and services to clients. This includes assessing clients’ financial needs and goals, developing and implementing financial plans, and providing advice on investments, retirement planning, estate planning, and other financial matters. The Associate Financial Advisor must be able to explain complex financial concepts in a way that is easy to understand and provide clients with the best possible advice. Job Skills Required
• Knowledge of financial products and services
• Excellent communication and interpersonal skills
• Ability to explain complex financial concepts in an easy-to-understand manner
• Ability to develop and implement financial plans
• Ability to analyze financial data and make sound decisions
• Knowledge of tax laws and regulations
• Ability to work independently and as part of a team
Job Qualifications
• Bachelor’s degree in finance, accounting, economics, or a related field
• Relevant professional certifications, such as CFP or CFA
• Minimum of two years of experience in a financial advisory role
• Knowledge of financial software and applications
Job Knowledge
• Knowledge of financial products and services
• Knowledge of tax laws and regulations
• Knowledge of financial software and applications
• Knowledge of financial markets and trends
Job Experience
• Minimum of two years of experience in a financial advisory role
• Experience in developing and implementing financial plans
• Experience in analyzing financial data and making sound decisions
Job Responsibilities
• Assess clients’ financial needs and goals
• Develop and implement financial plans
• Provide advice on investments, retirement planning, estate planning, and other financial matters
• Explain complex financial concepts in an easy-to-understand manner
• Analyze financial data and make sound decisions
• Monitor clients’ investments and provide updates
• Prepare financial reports and presentations