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associate financial advisor

Title posted on indeed.com - Financial Advisor Associate

Posted on December 10, 2024 by Employer details Levels Financial Solutions Inc.

Job details

Position Overview or Description of the Position Contract Position Associate Advisor to support two Financial Advisors in Burnaby Metro-town Branch. Full-time work available for the right candidate. Great opportunity for a graduate with a diploma or degree in finance, business, economics, social sciences, human resources or marketing. This position comes with the expectation of growth in skills, responsibilities and advancement and is the start of a career path into the financial planning sector. You will be working with a growing practice with an opportunity to learn and grow with the team. Responsibilities: * Developing various marketing ideas to help promoting the business * Assisting with booking the appointments with current clients and prospects * Assisting with client data management and other administrative duties * Contribute towards making sales and growth of the practice. Required Skills, Knowledge, Abilities: * Must be fluent with English both written and oral (Fluency in a second language considered an asset) * An entrepreneurial spirit * Great communication skills * Excellent and professional telephone skills as well as outstanding customer service * Computer, data entry and social media skills * Solid financial background would be a great asset Education & Experience: * A diploma or degree in finance, business, economics, social sciences, human resources or marketing would be an asset * Great potential for growth and advancement * Be LLQP licensed and Mutual Fund Licensed within 3 months of hiring Compensation & Benefit: * Commission Must be able to work in Canada without restrictions. If you meet the outlined qualifications, please send a resume and cover letter in word or pdf format. We thank all applicants, however, only short-listed candidates will be contacted for interviews. Job Type: Full-time Pay: $1.00-$100,000.00 per year Additional pay: * Commission pay Benefits: * Company events * Extended health care * Flexible schedule * On-site parking Schedule: * Day shift * Monday to Friday * Night shift * Weekends as needed Experience: * Financial Advisory Occupations: 1 year (required) Work Location: In person