Financial Associate Jobs

Strong written and verbal communication skills,

Advanced with Microsoft Excel and PowerPoint skills,

Experience with VBA and Python projects

3+ years of experience in Financial Services

Exposure to Finance, Accounting, and Capital Markets.

Bachelor’s degree in Business and/or Finance.

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

Provide valuation advisory services for private equity and asset management clients with valuation issues surrounding their private debt portfolios

Support our broader team’s engagements helping management and boards arrive at informed decisions by providing credible valuation conclusions

Experiences And Skills You’ll Use To Solve

Establish credibility with existing clients by demonstrating subject matter expertise and knowledge

A strong academic background in a quantitative or finance discipline (Mathematics, Statistics, Finance, Financial Engineering, or other relevant postgraduate degrees)

Experience with Alteryx, Tableau, Microsoft Power BI and data engineering is an advantage

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.

Performs analysis of inventory balances. Monitors overall inventory levels and aging, and reports findings to the CSE and management teams

Excellent communication skills, both written and oral

Strong balance of interpersonal and analytical skills

Effective multitasking and prioritization skills

Learning opportunities to develop new skills and progress your career

Skills And Attributes For Success

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

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

Business or Finance related qualification is not required but an asset

Strong organizational skills and meticulous attention to detail;

LLQP qualification and licensing or the willingness to earn it within 3 months of the role.

1 year experience in the Financial Industry in a client facing role is preferable

CSC Qualification is not required but is an asset

Position Type: Full-time, Part-time, Remote

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.

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

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.

o successfully perform the work, you’ll be on-site full-time.

What You Need To Know

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

Performs analysis of inventory balances. Monitors overall inventory levels and aging, and reports findings to the CSE and management teams

Excellent communication skills, both written and oral

Strong balance of interpersonal and analytical skills

Effective multitasking and prioritization skills

Learning opportunities to develop new skills and progress your career

Skills And Attributes For Success

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.

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

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

• 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.

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

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