Associate Financial Advisor

 

JOB TITLE:  Associate Financial Advisor

 

BRANCH NAME:  An independent branch of Assante Financial Management Ltd.

 

BRANCH LOCATION:  Saskatoon, SK

 

POSTING DATE:  June 23, 2021

 

APPLICATION DEADLINE:  August 31, 2021

 

HOURS PER WEEK:  40

 

CONTACTcmckee@assante.com

JOB DESCRIPTION

A successful and mature financial planning practice is looking to add a new member to our group. This is a blended position with the potential to develop into an Associate Financial Advisor.

This is a tremendous opportunity for a career-oriented individual with industry experience. We are seeking an ideal candidate that can assist in our continued growth and potentially work toward ownership of the practice for the succession of the Senior Advisor.

Compensation is based on experience, qualifications and industry knowledge, and will include a guaranteed salary as well as a bonus. Relocation assistance may be provided if required. Our office is located in beautiful downtown Saskatoon along the riverbank.

 

DUTIES AND RESPONSIBILITIES

  • Working with all Assante Wealth Management platforms and software systems
  • Preparing all new account paperwork and processing of accounts openings, executing trades, transfers and follow up to completion
  • Assist in the preparation of portfolio and insurance reviews
  • Liaise and assist with clients’ other professional advisors, including lawyers and accountants
  • Assist in the collection of data for financial and estate plans
  • Engage with clients on a regular basis by phone and email to provide client service
  • Maintain client contact management software for meeting notes, calendars and files
  • Attend certain client meetings as required
  • Attend industry meetings or conferences for continued education growth

 

EXPERIENCE AND QUALIFICATIONS

  • Minimum of 3 years work experience in relevant Financial Services industry
  • Current mutual fund licensing
  • CFP designation would be an asset

 

KNOWLEDGE, SKILLS, AND ABILITIES

  • Strong knowledge of the investment industry and investment products
  • Extensive knowledge of industry back-office practices
  • Highly motivated in career development and taking on more advisory responsibilities as the opportunity arises
  • Excellent client facing skills with the ability to provide a high-quality client experience
  • Ability to obtain high level accuracy and a strong attention to detail
  • Excellent verbal and written communication skills
  • Superior computer skills including all MS Office products, Zoom, Salesforce and Financial Planning Software
  • Experience with marketing campaigns and business development initiatives

 

ADDITIONAL NOTES

 

Please apply with your current resume to: cmckee@assante.com

 

We thank all applicants for their interest; however only those selected for an interview will be contacted.

 

We thank all applicants for their interest; however only those selected for an interview will be contacted.

 

Visit Why Assante to learn more about who we are and what we do.

OTHER OPENINGS

 

Associate Financial Advisor