Wealth Advisor Assistant

Are you a recent graduate of a Financial Planning program with your Canadian Securities Course (CSC) eager to launch your career

Do you thrive in a fastpaced environment and enjoy helping others achieve their financial goals

If so we want to hear from you!

A wellestablished financial advisor in Oakville is seeking a bright and ambitious Advisor Assistant to join their team. In this role you'll gain invaluable experience working alongside a seasoned professional supporting their clients and building a solid foundation for your own successful career in financial planning.

What You'll Do:

• Assist the advisor with client onboarding data management and financial analysis.
• Prepare client presentations and reports.
• Help develop and implement financial plans.
• Conduct market research and stay uptodate on industry trends.
• Provide exceptional service to clients.

What We're Looking For:

• A recent graduate of a Financial Planning program with a Canadian Securities Course (CSC).
• Strong analytical and problemsolving skills.
• Excellent communication and interpersonal skills.
• A passion for helping others achieve financial success.
• A willingness to learn and grow in a fastpaced environment.