We are a very successful detail focused investment and financial planning practice and we are seeking an assistant financial planner / financial paraplanner / service associate . You will be part of a small team that provides outstanding support to the Senior Financial Advisor and legendary service to our clients.
Responsibilities and Duties
Duties include providing continuous assistance and support to the Senior Financial Advisor / Vice President and his clients that may include: acting as a financial paraplanner; data entry and preparation of financial, retirement and estate plans; researching tax and financial planning issues; processing and verifying investment trades; completing investment, mutual fund and insurance paperwork; preparing client files for the Advisor's review; transcribing notes from client appointments; completing drafts of Advisor's emails to clients; various other administrative tasks as assigned, including general office administration.
Qualifications and Skills
High attention to detail and excellent follow through is required and is key to success. Must be self-motivated, very willing to learn, very organized and focused with exceptional time management skills, an excellent communicator, and work well with numbers. A polished image will be an advantage in this professional fast paced environment.
University degree or college diploma desired. CFP (Certified Financial Planner) or working towards CFP (or similar designation) advantageous. Investment Funds in Canada (IFIC / CIFC), Canadian Securities Course (CSC), financial planning courses and similar courses are very beneficial. Knowledge of tax and investment strategies, securities, insurance, pension plans and real estate is a definite asset.
Although not initially required, the candidate will need to be IIROC licensed within a practical time.
Several years of experience is preferred, however, we are willing to train a candidate who has the right skill set.
Good competitive compensation package, including benefits plan, profit sharing and a healthy vacation allotment.
Assante Wealth Management is a leader in managing wealth and building prosperity for Canadian families.
Job Type: Full-time
Job Types: Full-time, Permanent
Salary: $45,000.00-$72,000.00 per year
- Dental care
- Disability insurance
- Extended health care
- Paid time off
- Tuition reimbursement
Multiple COVID precautions in place. Currently only vaccinated staff and clients can be in our office.
- Temporarily due to COVID-19