Associate Financial Advisor

Hoovest Group; City of Langley; On-site; CAD 60,000 - 90,000; Full time

Job summary

Hoovest Group, located in the Metro Vancouver Regional District, is searching for an Associate Financial Advisor to join their team in East Langley. This full-time position focuses on assisting clients with financial planning and investment decisions while supporting senior advisors in financial analysis and relationship building.

The ideal candidate will possess strong analytical skills, with experience in financial modelling and proficiency in tools like Bloomberg Terminal. A Bachelor's degree in a relevant field is required, along with registration as a Dealing Representative. Fluency in Hindi or Punjabi is an asset.

Qualifications

• Registered as a Dealing Representative or higher.
• 2+ years of experience in Financial Planning and Retirement Planning.
• Experience with Bloomberg Terminal or Morningstar for market research.

Responsibilities

• Assist clients with financial planning and investment decisions.
• Prepare financial analysis and present to clients.
• Collaborate on solutions to meet financial objectives.

Skills

Financial Planning

Retirement Planning

Data Analysis with Python

Interpersonal Skills

Market Research

Financial Modelling in Excel

Education

Bachelor’s degree in Finance, Commerce, Economics, or related field

CFA level 1 or above

Tools

Bloomberg Terminal

Morningstar Direct

NBIN and Aviso custodial software

Job description

Hoovest Group is a diversified financial services organization specializing in wealth management, fund management, insurance, and corporate advisory. Its subsidiary, Hoovest Financial Inc., is registered as an investment fund manager, portfolio manager, and exempt market dealer across multiple Canadian provinces and jurisdictions. The group also holds subsidiaries licensed with the SEC in the United States, showcasing its cross-border presence. Hoovest Group is dedicated to delivering trusted financial expertise and tailored solutions for its clients' unique needs.

Role Description

This is a full-time on-site role for an Associate Financial Advisor at our office in East Langley on Fraser Highway. In this role, you will assist clients with financial planning, retirement strategies, and investment decisions aligned with their personal goals. You will support senior advisors by preparing and presenting financial analysis, building long-term client relationships, building due diligence product reports, and staying informed about market trends. Regular tasks will include evaluating financial portfolios, providing personalized recommendations, and collaborating on solutions to meet clients' financial objectives.

Qualifications

• Registered as a Dealing Representative or higher (AAR or AR)
• 2 or more years of experience in the Financial Planning and Retirement Planning industry
• 1 or more years of experience working with Bloomberg Terminal or Morningstar Direct for market research and portfolio analysis reports
• 1 or more years of experience working with NBIN and Aviso's custodian software
• Excellent interpersonal and communication skills
• Ability to interpret financial data and market insights for effective client recommendations
• Demonstrated ability to use Python (Pandas) for large-scale data analysis and automated financial reporting
• Proven capability to build and maintain lasting client relationships
• Bachelor’s degree in Finance, Commerce, Economics, or a related field
• CFA level 1 or above
• Must be able to pass a technical test on Excel financial modelling (vlookup, pivot tables, etc.)
• High attention to detail
• Ability to work independently and as part of a team

Assets

• Fluent in writing and speaking in Hindi or Punjabi to service our clientele