Overview
We are seeking a dedicated and detail-oriented Associate Advisor to join our team. This role offers an excellent opportunity for individuals interested in the financial services industry to develop their skills and gain valuable experience. The Associate Advisor will support senior advisors in delivering exceptional client service, managing financial accounts, and conducting research to assist with financial planning. A strong foundation in accounting, math, and cash management is preferred, along with a keen interest in financial markets and research. This position is ideal for motivated candidates eager to grow their career within a professional environment committed to integrity and excellence.
Duties
- Assist senior advisors in preparing financial plans, reports, and analyses for clients
- Conduct research on financial products, market trends, and investment opportunities
- Support cash management activities, including processing transactions and reconciling accounts
- Maintain accurate client records and ensure compliance with regulatory standards
- Help with data entry, document preparation, and administrative tasks related to client portfolios
- Engage in ongoing learning about financial services, accounting principles, and industry best practices
- Participate in client meetings alongside senior advisors to gain direct exposure to client interactions
- Contribute to team meetings by providing insights based on research and analysis
Qualifications
- Canadian Securities Licensed
- Excellent research skills with attention to detail and accuracy
- Effective communication skills for interacting with clients and team members
- Ability to work independently as well as collaboratively within a team environment
- Eagerness to learn about financial planning, investment strategies, and industry regulations
- Prior experience or coursework in finance, economics, or related fields is advantageous but not required
Position is available for either Burnaby or Coquitlam office.
Pay: $35,700.00-$89,526.49 per year
Work Location: In person
