Wealth management advisor Jobs

Junior Financial Advisor
Ferguson Financial Planning | CI Assante Wealth Management Ltd. —Mississauga, ON
- From $75,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
- Paid time off
Quick apply
Office Administrator, Wealth Management
Canaccord Genuity Corp. —Winnipeg, MB
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Wealth Advisor/Financial Planner
Fidelity Investments —Vancouver, BC
- $100,000–$140,000 a year
- Full-time
- Remote
- Bilingual
- English
- Bachelor's
- Profit sharing
- Tuition reimbursement
Wealth Associate
Fidelity Investments —Vancouver, BC
- $79,000–$90,000 a year
- Full-time
- Hybrid work
- Bilingual
- Salesforce
- Writing skills
- Tuition reimbursement
- Paid time off
Wealth Advisor (Winnipeg & Multiple locations available)
Fidelity Investments —Calgary, AB
- $100,000–$140,000 a year
- Full-time
- Remote
- Bilingual
- English
- Bachelor's
- Profit sharing
- Tuition reimbursement
Associate Wealth Advisor / Financial Planner
Royal Bank of Canada —Vancouver, BC
- $40,000–$60,000 a year
- Full-time
- Microsoft Office
- Finance
- Analysis skills
Business Coordinator
Confidential —Moncton, NB
- $46,500–$58,000 a year
- Immediate opening
- Bilingual
- English
- Microsoft Office
- Disability insurance
- Dental care
Quick apply
Associate Financial Advisor – Wealth Management Specialist (Bilingual-English & French)
Leading Advisor Inc. —Rockland, ON
- $40,000–$85,000 a year
- Full-time
- Hybrid work
- Bilingual
- No experience needed
- English
- Disability insurance
- Dental care
Quick apply
Investment Assistant
Granville West Group —Vancouver, BC
- $45,000–$65,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Disability insurance
- Dental care
Quick apply
Financial Advisor Assistant
Financial Footprint Wealth Management —Lower Mainland, BC
- $35,700.00–$98,963.14 a year
- Full-time
- Hybrid work
- Finance
- Administrative experience
- Organizational skills
- Dental care
- Paid time off
Quick apply
1d
Financial Advisor Assistant
Financial Footprint Wealth Management —Vancouver, BC
- $35,700.00–$98,963.14 a year
- Full-time
- Hybrid work
- Finance
- Administrative experience
- Organizational skills
- Dental care
- Paid time off
Quick apply
1d
Financial Advisor
Pelee Lighthouse Life & Financial —Leamington, ON
- $50,000–$100,000 a year
- Full-time
- Research
- Finance
- Bachelor's
- Dental care
Quick apply
11d
Senior Private Wealth Advisor
SafeBridge Financial Group —North York, ON
- Full-time
- Customer service
- Financial services
- In-person
Quick apply
Financial Advisor
1st Choice Savings and Credit Union Ltd —Lethbridge, AB
- Full-time
- Finance
- Business development
- Financial services
- Disability insurance
- Dental care
Quick apply
Associate Investment Advisor
Manulife Wealth Inc. —Dorval, QC
- $50,000–$250,000 a year
- Full-time
- Research
- Bachelor's
- Accounting
Quick apply
Wealth Associate
Canaccord Genuity Corp. —Calgary, AB
- Full-time
- Salesforce
- Microsoft Office
- Communication skills
Senior Investment Associate
Canaccord Genuity Corp. —Vancouver, BC
- $65,000–$75,000 a year
- Full-time
- Salesforce
- Microsoft Office
- Organizational skills
Tax Manager
Vaco by Highspring —Toronto, ON
- $130,000–$150,000 a year
- Microsoft Word
- Microsoft Excel
- English
- Dental care
- Vision care
Quick apply
12d
WEALTH MANAGEMENT ASSISTANT (LICENSED)
Sandra Ramos and Associates - IG Private Wealth Management —Barrie, ON
- $50,000–$60,000 a year
- Full-time
- Salesforce
- Microsoft Office
- Accounting
Quick apply
1d
Insurance Account Manager, Small Market Commercial
NFP Corp —Greater Sudbury, ON
- $60,000–$70,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply

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Junior Financial Advisor

Ferguson Financial Planning | CI Assante Wealth Management Ltd.
Mississauga, ON

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Job details

Full-time
From $75,000 a year

Qualifications

Microsoft Powerpoint
Microsoft Word
Investment
Microsoft Excel
Microsoft Outlook
Salesforce
Post-secondary education
Microsoft Office
Master's degree
CFP
Bachelor's
Financial services
CSC
Business
Chartered Financial Analyst
Communication skills

Full job description

Please note that this is a full-time position, and in-office attendance in the Mississauga office is required 5 days per week.

SUMMARY OF ROLE:

We are currently seeking a Junior Financial Advisor to join our team in Mississauga and support the operations of the Ferguson Financial Planning team at CI Assante Wealth Management Ltd. The Junior Financial Advisor will play a crucial role in facilitating account management and administrative tasks to ensure the smooth operation of the team.

In this role, the successful candidate will have the following:

QUALIFICATION REQUIREMENTS:

A minimum of two (2) years’ experience in the securities, mutual fund &/or financial planning industry.
Post-secondary education required.
An understanding of mutual funds, ETFs, stocks, bonds and other investment products.
Experience with Salesforce, Conquest and Snap Projections a strong asset
Professional designation such as Chartered Accountant, Chartered Financial Analyst, Certified Financial Planner or MBA.
Successful completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) prior to hire date (valid & completed within the last three years);
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;
Successful completion of Insurance License within 24 months of hire date;
Successful completion of Certified Financial Planner designation within 60 months of hire date
Must demonstrate excellent knowledge and understanding of the relevant securities legislation and SRO rules and regulations
Proven skills in financial literacy and/or advice capacity with the ability to educate and convey important financial goals and concepts to prospects and clients.
Strong client service, prospecting and cross-selling skills to build/maintain relationships with prospects, clients, employees and management
Ability to meet deadlines and work effectively under pressure
Excellent interpersonal/relationship building and communication skills: verbal, written and presentational
MS Office Suite (Word, Excel, Outlook, & PowerPoint) and proficiency in industry software a must

ROLE & RESPONSIBILITIES:

Contacting clients and setting up meetings to review their investment portfolio and provide ongoing investment advice.
Conduct in-depth reviews of client’s financial circumstances and determine their financial objectives and goals. Based on the information gathered prepare a detailed Financial Plan and present that Plan to them.
Research the marketplace and provide clients with information on new and existing products and services. Provide a complete risk analysis of all new products and ensure that they are appropriate for the client.
As part of your marketing initiative, you will be required to hold client and prospecting seminars. The seminars should be specific to a particular product or concept with the objective of obtaining new clients or more assets from existing clients.
Manage the client database through Navigator. Notes for all client meetings to be maintained in Navigator and any changes to client’s situations to be updated accordingly.
Work with clients, as required, to assist them in obtaining bank financing, getting their Wills & Powers of Attorney prepared, incorporating their businesses and resolving income tax related issues.
Attend our weekly staff meeting.
Adhere to all compliance and regulatory requirements.

Ferguson Financial Planning, an independently owned and operated branch of CI Assante Wealth Management Ltd., welcomes and encourages applications from people with disabilities. Accommodation is available on request for candidates taking part in all aspects of the recruitment process. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.

To learn more about us, please visit our website at fergusonfinancialplanning.com.

Job Type: Full-time

Pay: From $75,000.00 per year

Benefits:

Dental care
Extended health care
Paid time off

Ability to commute/relocate:

Mississauga, ON L5B 3J1: reliably commute or plan to relocate before starting work (required)

Application question(s):

What character in a book or movie would best describe you... who is it and why?

Education:

Bachelor's Degree (required)

Experience:

Financial services: 2 years (required)

Willingness to travel:

100% (required)

Work Location: In person

Quick apply

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