About the Opportunity
The Mindful Workplace is recruiting on behalf of a rapidly growing independent financial planning firm seeking an ambitious and career-driven Associate Financial Advisor to join its team.
This is an exciting opportunity for an experienced financial services professional looking to move beyond a traditional banking environment and accelerate their career within an entrepreneurial, client-focused firm.
The successful candidate will initially support senior advisors with client servicing, financial planning, and administrative responsibilities while progressively developing their own client relationships and book of business.
If you're looking for a long-term career where your growth is directly connected to your initiative and performance, we'd love to hear from you.
What You'll Do
As an Associate Financial Advisor, you will play an integral role in supporting advisors while delivering an exceptional client experience.
Responsibilities include:
- Support senior advisors with client service and relationship management.
- Prepare documentation and paperwork for client meetings and financial planning activities.
- Assist with insurance and investment applications, account administration, and follow-up.
- Maintain accurate client records and documentation.
- Coordinate with clients to obtain required information and documentation.
- Proactively identify opportunities to improve client service and internal processes.
- Assist with meeting preparation and post-meeting follow-up.
- Build and maintain trusted relationships with clients.
- Develop your own client base through networking, referrals, and business development.
- Work collaboratively with the advisory team to ensure clients receive outstanding service.
- Take initiative to support the team wherever needed while continuously expanding your knowledge and responsibilities.
What We're Looking For
The ideal candidate is someone who enjoys helping people, thrives in a collaborative environment, and is motivated to build a long-term career in financial planning.
Qualifications include:
- Active LLQP (Life License Qualification Program) licence.
- Existing client relationships or an established professional network.
- Previous experience working in financial services or financial advising.
- Strong customer service experience.
- Excellent organizational and administrative skills.
- Exceptional written and verbal communication.
- Strong attention to detail.
- Ability to manage multiple priorities simultaneously.
- Highly proactive with excellent problem-solving abilities.
- Self-motivated and comfortable working independently in a remote environment.
- Commitment to professionalism, integrity, and confidentiality.
- Experience working within a bank, credit union, investment firm, or financial planning practice.
- CFP, QAFP, or other recognized financial planning designation.
- Experience supporting financial advisors.
- Multilingual abilities are considered a strong asset.
Who You Are
You are someone who:
- Takes initiative without being asked.
- Enjoys solving problems.
- Loves building relationships.
- Has a strong work ethic.
- Is humble and willing to learn.
- Works well as part of a team.
- Wants to build a long-term career rather than simply finding another job.
- Is excited by the opportunity to eventually manage your own client relationships and grow your own book of business.
Why Join This Firm?
This opportunity offers significantly more than a traditional advisory position.
You'll receive:
- Direct mentorship from experienced financial planners.
- A clear pathway toward becoming a Lead Planner.
- The opportunity to build your own client book.
- Exposure to complex financial planning strategies.
- A collaborative and supportive team environment.
- Remote work flexibility.
- The opportunity to grow alongside an expanding independent firm where your contributions are recognized.
This is an ideal opportunity for someone who is looking to transition from a larger institution into a firm that values initiative, entrepreneurship, and long-term career growth.
Compensation
- Base salary: $40,000 to $45,000 annually (commensurate with experience)
- Performance-based incentive structure
- Opportunity to earn additional compensation through business development and client growth
- Paid vacation
- Ongoing mentorship and professional development
Work Environment
- Full-time permanent position
- Remote work environment (British Columbia preferred)
- Standard business hours with occasional flexibility based on client needs
How to Apply
The Mindful Workplace is managing this confidential recruitment process on behalf of our client.
To apply, please email your resume and cover letter to [email protected] with the subject line: Associate Financial Advisor
Please note that only applications submitted by email with both a resume and cover letter will be considered. Applications submitted through LinkedIn, direct messages, or other channels will not be reviewed.
We thank all applicants for their interest; however, only those selected to move forward in the recruitment process will be contacted.
Pay: $40,000.00-$45,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
- Work from home
Work Location: Remote
