Financial Advisor

Position: Financial Advisor Co-operators
Elevate client financial well-being at Co-operators as an Associate Financial Advisor in Ajax, ON. You will assess needs, explain solutions, and develop tailored plans for growth.

This full-time, on-site role emphasizes client service and personalized financial strategies. You will prepare financial summaries, review portfolios, and assist in retirement planning strategies. Collaboration with senior advisors is essential to provide a high-quality experience and maintain compliance with regulatory standards.

Key Responsibilities:

• Assess client financial needs and goals

• Prepare financial summaries and tailored recommendations

• Review and optimize client investment portfolios

• Support retirement planning strategies and client acquisition

• Ensure compliance with regulatory and company standards

Requirements:

• Foundation in Financial Planning and Advisory

• Knowledge of Finance, Investments, and Retirement Planning

• Relevant post-secondary education in finance or business

• Strong communication and client service skills

• Ability to work on-site in Ajax and engage in community initiatives

Contribute your financial expertise and relationship-building skills to empower clients at Co-operators in Ajax.
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