Associate Advisor

About Us

Cremasco Financial is a trusted, family-owned financial services firm specializing in comprehensive investment and insurance solutions. For decades, we've helped clients navigate every stage of life with personalized advice, long-term planning, and exceptional service.

Our philosophy is simple: while financial products may be implemented quickly, a client's financial journey is long, evolving, and deeply personal. We pride ourselves on being the partner clients rely on—year after year, generation after generation.

If you're motivated by meaningful client relationships, high professional standards, and the opportunity to contribute directly to a growing business, you'll thrive here.

Position Overview

We're seeking a motivated Associate Advisor to join our team. This role is ideal for someone who enjoys working collaboratively, building lasting client relationships, and providing holistic financial guidance across investments, insurance, and retirement planning.

You will have the opportunity to grow your technical expertise and contribute to a supportive, tight-knit team.

What You'll Do

• Meet with clients to assess needs and deliver comprehensive financial, investment, and insurance advice
• Build and maintain customized financial plans
• Manage client files, documentation, and follow-up actions
• Process applications, transactions, and policy changes with accuracy
• Respond to client inquiries by phone and email with professional, timely communication
• Work closely with senior advisors on planning strategies and client service initiatives
• Demonstrate commitment, reliability, and skill as you progress toward a long-term advisory career with Cremasco Financial

Qualifications

• Bachelor's degree in finance, business, economics, or a related field
• Strong organizational skills and high attention to detail
• Solid understanding of financial planning concepts and investment terminology
• Ability to thrive in a high-energy, fast-paced environment
• Proficiency with Microsoft Office (Word, Excel, Outlook)
• Experience using CRM software is an asset
• IIROC or MFDA licensing is considered an advantage (or willingness to obtain licensing)
• Life insurance license is preferred

Why Join Cremasco Financial?

• Family-owned culture with values rooted in trust, integrity, and professionalism
• Opportunity to make a direct impact on the business and on clients' financial well-being
• Supportive team environment with mentorship opportunities
• Clear pathway for career growth and advancement

Additional Details

This position requires on-site work to support collaboration, mentorship, and exceptional client care. Cremasco Financial is committed to maintaining a welcoming, safe, and professional environment for all employees and clients.

Expected Salary: $70,000 - $110,000 not including commissions and bonus

How to Apply

If joining a collaborative, client-focused advisory team excites you, we encourage you to apply through this posting. We appreciate all applications; however, only the most qualified candidates will be contacted for an interview.

Job Types: Full-time, Permanent

Pay: $70,000.00-$110,000.00 per year

Benefits:

• Company pension
• Extended health care
• On-site parking

Work Location: In person