Associate Financial Advisor

Position Summary/Objective: We are looking for an Associate Financial Advisor to join our advisory team and support two experienced Senior Advisors in providing thoughtful, personalized financial guidance to a diverse client base. If you enjoy building client relationships, crafting solutions, and working in a collaborative environment where your professional growth is supported, this could be the ideal next step in your career.

This is a great role for someone with solid industry experience and existing licensing (CSC + LLQP) who is ready to take on more advisory responsibility while continuing to learn and develop alongside seasoned professionals.

What You'll Do

In this role, you will be a key contributor in delivering an exceptional client experience. Your work will include:

• Supporting Senior Advisors in providing customized financial planning, investment, and insurance solutions.
• Preparing investment proposals and comparisons using tools such as Morningstar and CapIntel, ensuring recommendations align with client goals and risk tolerance.
• Managing and servicing assigned client accounts, including follow-ups, renewals, and ongoing relationship support.
• Conducting product and market research to support recommendations across investment, insurance, and wealth strategies.
• Processing new business applications and maintaining accurate, compliant documentation within CRM and regulatory systems.
• Participating in client meetings by preparing briefing materials, capturing notes, and coordinating follow-up actions.
• Maintaining a strong understanding of products, compliance expectations, and firm processes.
• Supporting the smooth operation of the practice through planning, administrative coordination, and client service.

What You Bring:

• A university degree or college diploma in a related field.
• Minimum 3 years of financial services experience, ideally in advisory, investment, or insurance support.
• CSC and LLQP licenses (required).
• Working knowledge of life, critical illness, disability, and travel insurance products.
• Ability to interpret and clearly communicate financial concepts to clients.
• Comfortable using MS Office and learning new platforms (e.g., Morningstar, CapIntel, CRM systems).
• Strong attention to detail, organization, and ability to manage multiple priorities.
• Excellent interpersonal skills with a genuine client-service mindset.
• French language skills are an asset, but not required.

Why Join Us

• Competitive base salary, bonus opportunity and health and dental benefits (after waiting period)
• Work directly alongside experienced advisors with a vested interest in your growth and professional development.
• Contribute meaningfully to the financial well-being of clients and build lasting relationships.
• Be part of a supportive, collaborative environment where your contributions are valued.
• Opportunities to take on increasing responsibility as you progress.