Financial Advisor

JOB TITLE:  Financial Advisor

BRANCH NAME:  Chris Heinrich & Associates of Assante Capital Management Ltd. 

BRANCH LOCATION:  Ottawa, ON

POSTING DATE:  May 15^th, 2025

APPLICATION DEADLINE:  Until Filled

HOURS PER WEEK:  37.5

CONTACT:  roger.piche@assante.com

JOB DESCRIPTION:

Our growing Financial Advisory practice is seeking an experienced Financial Advisor to join the Chis Heinrich & Associates team.  The position plays a key role in servicing existing clients and in managing the growth in the practice today and into the future.  The ideal candidate thrives in a small, team-based and entrepreneurial environment, and is a self-starter.  Our Ottawa based practice focuses on wholistic investment, tax, income, estate, and charitable planning for individuals and owner-managed corporations with an emphasis on ensuring client fit to create long-term, lasting relationships with our clients and their families.

This is a salary-based position with future long-term equity opportunity in the practice in the years to come.

EXPERIENCE AND QUALIFICATIONS:

• Post-secondary education
• Minimum of 2 years of client-facing, financial advisory experience
• Completion of Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) exams and eligible for CIRO ID registration
• Completion of or working towards completion of Certified Financial Planner (CFP) designation
• Completion of or work towards other industry related designations (e.g. CIM, FSCI, CFA) considered an asset
• Ability to work independently while maintaining strong communication and collaboration with team members
• Attention to detail
• Excellent verbal and written communication skills in English.  Bilingual English/French is welcomed.
• Skilled or strongly familiar with MS Office suite (Excel in particular) and Salesforce
• Good time management skills
• Analytical, thoughtful, and service oriented.
• An existing book of clients is not required but welcome if the clients are a fit for the level and type of service we provide.

DUTIES AND RESPONSIBILITIES:

• Coordinate service and meet with existing clients
• Ensure timely follow-up with clients from meetings and other client interactions
• Respond to client queries in a timely manner
• Ensure client accounts and profiles remain up-to-date and compliant
• Work with the team in analysing and assessing individual investment and portfolio performance
• Seek and introduce productivity and service improvement ideas to improve the efficiency of the practice and delivery of both advice and service to clients

Please apply with your current resume and a cover letter to:

Ryan Napier: ryan.napier@assante.com

We thank all applicants but only those selected for an interview will be contacted.