Associate Financial Planner

Bighornlaw; Melville; On-site; CAD 75,000 - 125,000; Full time

Job summary

A leading financial services company is seeking an entry-level financial advisor who possesses excellent listening and communication skills. The position involves developing personalized financial strategies and building long-term client relationships. Ideal candidates are detail-oriented with an interest in finance, and a relevant bachelor’s degree is required.

Qualifications

• Valid FINRA Series 7 & 63/66 preferred but not required.
• Working knowledge of financial products and services.
• Experience in customer service and relationship management.

Responsibilities

• Compile financial profiles for sound financial advice.
• Create customized financial plans for clients.
• Establish relationships to serve as a trusted financial advisor.

Skills

Communication skills

Math skills

Relationship management

Education

Bachelor’s degree in business administration, finance, or related field

Tools

Microsoft Office

Excel

CRM systems

financial planning software

Google Suite

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

Responsibilities

• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

Qualifications

• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Valid FINRA Series 7 & 63/66 preferred but not required
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Requires a Bachelor’s degree in business administration, finance, or other related field

Compensation

$75,000 - $125,000 yearly

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

We’re proud of our financial strength.5

• AAA Exceptionally Strong (Fitch)

• Aaa Exceptional (Moody’s)

• AA+ Very Strong (Standard & Poor’s

We’re proud to be recognized by organizations that also value diversity.

• Human Rights Campaign: 2022 Corporate Equality Index

• Forbes 2022: America’s Best Employers for Diversity

• Latino Leaders 2022 Best Companies for Latinos to Work For