Financial Planning Advisor

JOB TITLE:  Financial Planning Advisor

BRANCH NAME:  Spire Advisors, an independent branch of Assante Capital Management Ltd.

BRANCH LOCATION:  Huntsville, ON

POSTING DATE:  January 26, 2022

APPLICATION DEADLINE:  February 7, 2022

HOURS PER WEEK:  40 hours

CONTACT:  (bob@tmfd.ca)

JOB DESCRIPTION

Are you an experienced professional, skilled at providing mass affluent investing clients with comprehensive financial planning and advice? Do you have an existing book of business and need a change?  Are you looking for an opportunity to join a team that is focused on delivering excellent client experiences and helping our customers achieve their financials goals?

Spire Advisors at Assante Capital Management is a professional and family-oriented organization that is focused on building deep and long-lasting relationships with clients within our communities.

RESPONSIBILITIES

• Focus on relationship management, advice, and business development.
• Identify your client’s life and financial goals, provide comprehensive reviews, and build long-term relationships through financial planning expertise, relationship building and ongoing services including some tax knowledge.
• Be knowledgeable of best practices and procedures and stay ahead of the emerging trends.
• Advise strategies for clients in investment planning and help them reach their financial objectives.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, or financial performance necessitate changes to their plan.
• Managing and updating client portfolios.
• Building and maintain your client base. 

QUALIFICATIONS

• 5+ years of industry experience. 

SKILLS/ABILITIES

• Deep understanding of the industry, competitive landscape, and economic market.
• Strong communication skills with the ability to build relationships collaboratively and independently.

EDUCATION/TRAINING

• Canadian Securities Course – IIROC license required. 

ADDITIONAL NOTES

Spire Advisors, an independently owned and operated branch of Assante Capital Management Ltd. welcomes and encourages 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.

Please apply with your current resume to: bob@tmfd.ca