Associate Advisor

Industry
Accounting & Finance
Professional Services
Location
Ontario
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Associate Advisor

Peterborough, ON

Reference # AC- 14219

 

Role Description:

We are recruiting an Associate Advisor on behalf of our client, a boutique Wealth Management and Financial Planning firm which specializes in the high net worth market. They employ experts in every area of financial planning in order to provide top-level advice. Come join a firm with a growing team in Burlington, Kingston, and Peterborough!

 

Your Responsibilities will include:

  • Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work
  • Provide proactive client service on the phone and in person, respond to client inquiries
  • Identify opportunities for new business as well as among existing client base for asset consolidation or referrals
  • Conduct ongoing research on markets and investments, provide regular updates to the advisory team
  • Review portfolios regularly and rebalance them with guidance from the advisory team
  • Make recommendations for changes in portfolios selections.
  • Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, follow up

 

Your qualifications:

  • Post Secondary degree/diploma or an acceptable combination of education and progressively responsible work experience
  • Desire to pursue knowledge & growth. Excited to pursue securities and insurance licenses
  • Ability to take initiative, ownership of outcomes and a pro-active approach to work
  • Completion of CSC considered an asset
  • Pursuing the CFA is considered an asset

 

Benefits of working with our client:

  • Competitive compensation and comprehensive benefits program
  • Positive culture where team members are valued and respected
  • Support of ongoing professional development throughout career
  • Collaborative team environment
  • Commitment to and supportive of community involvement

Our client is committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants, employees and partners will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.

 

To express interest in this opportunity please apply online by clicking “Apply Now” below.

 

For more information contact Adam Creaghan, Senior Consultant, at acreaghan@kbrs.ca and 647-336-1416.

 

Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are. We appreciate your interest in this opportunity.

 

To learn more about Meridia Recruitment Solutions, our job opportunities, and career advice we invite you to explore our site and subscribe for career alerts.

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