associate financial advisor

Crawford Ashwood Financial; Cambridge; On-site; CAD 70,000 - 90,000; Full time

Job summary

A financial services firm in Cambridge, Ontario is seeking an experienced financial planner. You will analyze clients' financial records, develop tailored financial plans, and make investment recommendations. Candidates must have significant experience in financial planning and relevant certifications like the Canadian Securities Course. The role offers a competitive salary with bonuses and other benefits, including learning opportunities and wellness programs.

Benefits

Free parking available

Learning / training paid by employer

Paid time off (volunteering or personal days)

Wellness program

Qualifications

• 5 years or more of experience in financial planning required.
• Canadian Securities Course (CSC) certification needed.
• Investment Funds Institute of Canada (IFIC) Accreditation required.

Responsibilities

• Identify clients' financial goals and objectives.
• Develop financial plans for clients.
• Make recommendations regarding investments and retirement.

Skills

Attention to detail

Excellent oral communication

Team player

Efficient interpersonal skills

Initiative

Education

College / CEGEP

Tools

MS Office

Job description

Job information

• Work Term: Permanent
• Work Language: English
• Hours: 40 hours per week
• Education: College / CEGEP
• Experience: 5 years or more
• Industry: Finance, general; Investments and securities; Finance and financial management services, other

Tasks

• Identify clients' financial goals and objectives
• Analyze clients' financial records
• Develop financial plans for clients
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Arrange for sale of financial products and investments

Certificates, licences, memberships, and courses

• Canadian Securities Course (CSC)
• Investment Funds Institute of Canada (IFIC) Accreditation

Computer and technology knowledge

• MS Office

Area of work experience

• Mutual funds

Area of specialization

• Financial planning
• Wealth management

Work conditions and physical capabilities

• Work under pressure
• Attention to detail

Personal suitability

• Accurate
• Dependability
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Initiative
• Interpersonal awareness
• Judgement
• Organized
• Team player
• Due diligence

Screening questions

• Are you currently legally able to work in Canada?
• Do you currently reside in proximity to the advertised location?
• Do you have previous experience in this field of employment?
• Do you have the above-indicated required certifications?
• What is the highest level of study you have completed?

Financial benefits

• Bonus
• Commission

Other benefits

• Free parking available
• Learning / training paid by employer
• On-site amenities
• Paid time off (volunteering or personal days)
• Team building opportunities
• Variable or compressed work week
• Wellness program