We are looking for a dynamic individual who will assist the senior advisor with all aspects of the financial planning process with his clients.
This individual will also work jointly with the senior advisor to develop new relationships moving forward. There may be an opportunity in the future for the right person to share ownership of the business for succession purposes.
You will be responsible for being closely involved in all aspects of our client’s financial relationship. This will include scheduling and preparing for regular review meetings, and generally assisting the senior advisor to give exceptional customer service and advice.
There will be an expectation that you will also be generating new business opportunities for yourself in this role.
Skills and abilities
Education / training
Salary to commensurate with experience and education. This position will be enticing to the individual who has an entrepreneurial mindset as the opportunity could exist to build their own business simultaneously.
Please forward your resume to the attention of Kevin Hayward at khayward assante.com
As an independently owned and operated branch of Assante Financial Management Ltd. we welcome and encourage applications from people with disabilities.
Accommodations are available on request for candidates taking part in all aspects of the recruitment process. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.