Wealth Advisor Assistant
Posted on :
26-04-2024
Employer Active
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
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.
Employment Type
Full Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
