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associate financial advisor

Posted on November 28, 2024 by Employer details Ladysmith & District Credit Union

Job details

*About Us:* As a subsidiary of Ladysmith & District Credit Union, LDCU Financial Management Ltd. is dedicated to providing personalized financial solutions to our clients. We pride ourselves on our exceptional service and commitment to helping our clients achieve their financial goals. *Job Overview:* As an Associate Financial Advisor, you will play a crucial role in supporting our clients? financial planning needs. You will work closely with our Senior Financial Planner to provide comprehensive financial advice, develop client relationships, and help clients achieve their financial objectives. *Key Responsibilities:* · Assist the Senior Financial Planner in developing and implementing financial plans for clients. · Conduct financial assessments and gather client information. · Provide ongoing support to clients, addressing their financial needs and concerns. · Maintain up-to-date knowledge of financial products, market conditions, and industry regulations. · Prepare and present financial reports and recommendations. · Build and maintain strong client relationships through regular communication and follow-ups. · Support Credit Union branch activities to grow new memberships and strengthen our relationships with existing members. *Qualifications: * · A secondary school diploma supplemented by post-secondary education with an emphasis on the Finance sector. · A minimum of 3 years of financial industry experience or a combination of education and experience. · Relevant certifications (i.e. Mutual Funds license or CHP) preferred or working towards certification. · Excellent communication and interpersonal skills. · Strong analytical and problem-solving abilities. *Why Join Us:* · Be part of a dedicated team that values innovation and community impact. · Competitive compensation package with comprehensive benefits. · Opportunities for professional development and growth. · A collaborative and supportive work environment. Job Types: Full-time, Permanent Pay: $50,605.00-$72,293.00 per year Benefits: * Company pension * Dental care * Disability insurance * Employee assistance program * Extended health care * Life insurance * Vision care * Wellness program Schedule: * Monday to Friday Work Location: In person