Junior Associate/Financial Advisor
Location: Woodstock or Fredericton, NB | Type: Full-Time | In-Office Position
About Valley Wealth Management
Valley Wealth Management is a growing, client-focused advisory firm serving clients across Canada, with deep roots in the Saint John River Valley. Our primary offices are located in Woodstock and Fredericton, NB. We provide evidence-based investment solutions, holistic financial planning, and tax-efficient strategies for individuals, families, and business owners.
The Opportunity
We’re seeking a motivated Junior Associate/ Financial Advisor to help us continue delivering exceptional service. This role is ideal for someone early in their advisory career — or an existing advisor looking to propel their business to the next level within a collaborative, supportive environment. You’ll work closely with the lead advisor to support client relationships, contribute to planning, and participate in marketing initiatives.
This is an in-office role, based in either Woodstock and Fredericton, with occasional travel required for client meetings and events.
Key Responsibilities
- Support the lead advisor with client servicing, onboarding, and follow-ups
- Assist in preparing financial plans, reviews, and investment proposals
- Contribute to marketing efforts, client communications, and presentations
- Use Excel and PowerPoint to develop planning tools and client materials
- Participate in training and compliance as part of your career development
Qualifications & Requirements
- Strong interest in wealth management and client service
- Excellent communication, organizational, and teamwork skills
- Strong Excel and PowerPoint skills; marketing experience is an asset
- Willingness to travel occasionally
- Licensing is not required at hire but preferred. Must obtain licenses in a timely manner:
- Investment license (CSC or IFC) within 12 months
- Life insurance license (LLQP) within 24 months
Assets (Not Required)
- Existing Advisor looking to grow within a team
- Completed CSC/IFC or LLQP
- Experience in financial services or client-facing roles
What We Offer
- Mentorship, training, and career development
- Growth potential toward lead advisor responsibilities
- A collaborative team environment
- Competitive compensation
To Apply:
Please send your resume and a brief cover letter to the Office Manager, Nichole Stairs – [email protected]
Job Type: Full-time
Pay: $40,000.00-$60,000.00 per year
Benefits:
- Dental care
- Extended health care
- Mileage reimbursement
- RRSP match
Work Location: In person
