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Financial Advisor Associate Jobs

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 Associate Jobs
By Secure Your Wealth At Canada
If you have prior industry experience/skills that's a bonus.
Part time, Full Time Remote Positions with licenses sponsored and full training.
• Scheduling appointments with clients and running meetings from home over video conference
Build your career with North America’s leading Financial Services Brokerage.
This is an exciting chance to make your mark with a growing organization.
Receive competitive compensation and full ownership.
Associate Advisor Jobs
By Lewis Financial Services Inc. At Sylvan Lake, Alberta, Canada
·Strong organizational, time management, communication and priority setting skills in order to meet deadlines
·Proficiency in Word, Excel, CRM systems and other related business or money management tools
·Excellent verbal and written skills
·Experience with NaviPlan/financial planning software an asset
·CFP/QAFP/PFP, CIFC (Investment Funds) or industry equivalent, and Life/A&S licenses
·Ability to motivate others to make decisions and take action (sales ability)
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.

Are you looking for a rewarding career in financial advising? Join our team as a Financial Advisor Associate and help our clients make smart financial decisions! With our competitive compensation and benefits package, you'll have the opportunity to make a real difference in people's lives.

Overview Financial Advisor Associate is a professional who provides financial advice and guidance to individuals and businesses. They help clients make sound financial decisions by providing advice on investments, retirement planning, estate planning, and other financial matters. Financial Advisor Associates are knowledgeable in a variety of financial topics and are able to provide advice tailored to their clients' needs. Detailed Job Description Financial Advisor Associates are responsible for providing financial advice and guidance to clients. They work with clients to develop financial plans that meet their individual needs and goals. Financial Advisor Associates analyze clients' financial situations, develop financial plans, and recommend investments and other financial products. They also provide advice on retirement planning, estate planning, and other financial matters. Financial Advisor Associates must stay up to date on the latest financial trends and regulations and must be able to explain complex financial concepts in a way that is easy to understand. Job Skill Requirements Financial Advisor Associates must have excellent communication and interpersonal skills. They must be able to explain complex financial concepts in a way that is easy to understand. They must also have strong analytical and problem-solving skills. Financial Advisor Associates must be able to analyze financial data and make sound financial decisions. They must also be knowledgeable in a variety of financial topics and be able to provide advice tailored to their clients' needs. Job Qualifications Financial Advisor Associates must have a bachelor's degree in finance, accounting, economics, or a related field. They must also have a minimum of two years of experience in the financial services industry. Financial Advisor Associates must also be licensed and certified by the Financial Industry Regulatory Authority (FINRA). Job Knowledge Financial Advisor Associates must have a thorough knowledge of financial concepts, regulations, and trends. They must be knowledgeable in a variety of financial topics, such as investments, retirement planning, estate planning, and other financial matters. Financial Advisor Associates must also be knowledgeable in financial software and be able to analyze financial data. Job Experience Financial Advisor Associates must have a minimum of two years of experience in the financial services industry. They must also have experience in developing financial plans and recommending investments and other financial products. Job Responsibilities Financial Advisor Associates are responsible for providing financial advice and guidance to clients. They work with clients to develop financial plans that meet their individual needs and goals. Financial Advisor Associates analyze clients' financial situations, develop financial plans, and recommend investments and other financial products. They also provide advice on retirement planning, estate planning,