Job Expired
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This posting has expired and applications are no longer being received and this job does not show up on the main job list.
| Position Type: | Full-time |
| Location: | London, ON |
| Date Posted: | Nov 07, 2022 |
| Experience: | 3 Years |
Job Description
LadderHR is hiring for one of our wonderful clients in the wealth management industry.
Position: Financial Advisor
Company: The Andrews Group
Location: London, Ontario
Do you want to make a difference in the lives of clients providing exemplary wealth planning expertise and advice? We are expanding our team and looking for a dynamic and collaborative planner/advisor who is passionate about having an impact on the lives of clients.
The Andrews Group/Assante Wealth Management is a well-established firm providing exceptional and trusted wealth planning advice to discerning clients. The Financial Advisor is a key member of the advisory team who will work with and support the advisory team with a variety of planning activities as well as provide advice directly to clients.
This is a fantastic long-term opportunity to gain experience in a wealth management business, grow your skills as a planner and advisor, and participate in a growing and evolving business. If you are looking for a long-term career in financial planning with the opportunity to grow, this position is for you.
Learn more about our values and our team @ www.Andrewsgroup.com
Our ideal candidate will have a passion for providing exceptional client service, comprehensive wealth strategies and genuine, client centred advice. You understand the impact trusted and innovative holistic planning has in making a difference in our clients’ lives by allowing them to spend more time doing the things they love.
Our Ask:
Who are you?
Responsibilities and Activities:
Your Skills:
Why Us?
The Andrews Group values diversity. We are proud to be an equal opportunity employer and welcomes applicants from diverse backgrounds. If a job applicant requires an accommodation during the application or selection process, we will work with the applicant to meet the accommodation needs.
Ladder HR Solutions proudly serves companies across Canada. Our team are specialists in their areas of interest. Our passion is HR.
Position: Financial Advisor
Company: The Andrews Group
Location: London, Ontario
Do you want to make a difference in the lives of clients providing exemplary wealth planning expertise and advice? We are expanding our team and looking for a dynamic and collaborative planner/advisor who is passionate about having an impact on the lives of clients.
The Andrews Group/Assante Wealth Management is a well-established firm providing exceptional and trusted wealth planning advice to discerning clients. The Financial Advisor is a key member of the advisory team who will work with and support the advisory team with a variety of planning activities as well as provide advice directly to clients.
This is a fantastic long-term opportunity to gain experience in a wealth management business, grow your skills as a planner and advisor, and participate in a growing and evolving business. If you are looking for a long-term career in financial planning with the opportunity to grow, this position is for you.
Learn more about our values and our team @ www.Andrewsgroup.com
Our ideal candidate will have a passion for providing exceptional client service, comprehensive wealth strategies and genuine, client centred advice. You understand the impact trusted and innovative holistic planning has in making a difference in our clients’ lives by allowing them to spend more time doing the things they love.
Our Ask:
- Canadian Securities Course preferred
- Some industry knowledge and/or experience that may include an understanding of the following core areas: tax, (personal/corporate) investment, risk management and estate planning
- Previous experience with client relationship management is an advantage
- College or University degree preferred.
- Certified Financial Planner designation an asset
- Proficient computer skills including Microsoft office suite, Client Relationship Management (CRM's) systems, Financial Planning software, etc.
Who are you?
- A positive, optimistic, and collaborative communicator
- An independently driven and motivated individual who thrives with autonomy and responsibility
- Efficient, effective, and accurate work practices
- A genuine interest and curiosity in others
- Proactive, intuitive, and flexible
- Highly developed interpersonal skills enabling you to identify, and resolve spoken and unspoken needs of clients
- Organized, analytical and detail oriented
- Innovative and progressive with respect to service and internal processes to maintain and grow our distinctive advantage within the industry
Responsibilities and Activities:
- Prepare for client meetings focusing on strategy and planning
- Meet with and provide advice to clients to help them achieve their goals
- Respond to client inquiries and questions in a timely and accurate manner
- Communicate with clients’ other professionals such as lawyers and accountants
- Participate in business development and community activities that may include workshops, client appreciate events, social media, video/blogs, etc.
- Prepare financial planning reports including financial projections
- Prepare some paperwork and processing of account opening, executing trades, transfers, and follow up on execution
- Perform other duties, as assigned by lead advisor
- Work closely and collaboratively with colleagues with a shared focus on delivering exceptional and seamless client service
- Prepare trading instructions and maintain accurate client communication and portfolio records
Your Skills:
- You like people, you care about people, and it shows
- You value establishing personal connections with people with meaningful impact
- Excellent oral and written communication with an ability to create client-facing wealth plans using plain language
- Impeccable time management and organizational skills
- Strong analytical and problem-solving skills with an ability to think “out of the box”
- Establish and track milestones to progress the plan
- You value working collaboratively on a team and the sharing of ideas with a common purpose.
Why Us?
- Because we are genuine, authentic and care about our team members’ career goals and wellbeing. It’s built into our culture.
- Mentoring in areas you feel are a priority for you
- Ability to grow and progress your career as you develop your skills
- Flexibility and Autonomy
- "Non-sales" driven environment
- You have a “voice at the table” that is heard and contributes to our firm’s growth and development
- Training Program with established processes and workflows
- Engaging & supportive team dynamic
- Training & development opportunities in non traditional areas of financial advisory
- Tuition Reimbursement Program
- Competitive compensation $60,000 to $75,000
- Health & dental benefits
- RRSP Matching Program
- $500 annual fitness benefit
- Free parking downtown London
The Andrews Group values diversity. We are proud to be an equal opportunity employer and welcomes applicants from diverse backgrounds. If a job applicant requires an accommodation during the application or selection process, we will work with the applicant to meet the accommodation needs.
Ladder HR Solutions proudly serves companies across Canada. Our team are specialists in their areas of interest. Our passion is HR.
