Drive client success as a Hybrid Associate Financial Advisor. Collaborate closely with seasoned advisors to deliver personalized financial plans and build lasting relationships with clients.
In this engaging role, you will support Senior Financial Advisors in managing client relationships while gaining insight into comprehensive financial advisory services. Your contributions will help clients navigate their financial journeys, making a tangible impact on their futures through effective planning and advice.
Key Responsibilities:
• Assist in managing client relationships and service requests
• Conduct follow-ups and engage during client meetings
• Prepare financial plans and analyze client situations
• Identify cross-selling opportunities within existing client base
• Ensure compliance with industry standards in maintaining client files
Requirements:
• Relevant post-secondary education in Business or Finance
• Required LLQP License; preferred mutual funds c...