Assistant / Wealth Management Associate
Top Benefits
About the role
An established Certified Financial Planner is seeking an Assistant / Associate for further business development. This is an entry to intermediate level position that works F/T or P/T in collaboration with the Planner to provide clients with holistic wealth management advice.
Your main responsibilities will involve:
- Supporting the Planner to provide first-class financial planning and strategic wealth management services to our clients.
- Providing secretarial and administrative support in daily operations
- Managing client reviews, scheduling meetings and preparing client meeting materials.
- Engaging in business development activities and providing support on the due diligence process.
- Assisting in investment portfolio reviews and preparing insurance needs analysis, if applicable.
- Preparing marketing & communication materials for clients and target markets.
Successful candidate is required to possess the following skills and qualities:
- You have excellent written and verbal communication skills.
- You have strong organizational and time management skills with the ability to prioritize.
- You thrive in a small office with fast-paced and dynamic work environment
- You are comfortable working with people and numbers.
- You have exceptional interpersonal skills.
- You are result-oriented with firm entrepreneurial focus.
- You are committed towards ongoing learning and self-development.
For those who want to apply for being an Associate, applicants are expected to possess relevant professional qualifications:
- You have years of related work experience in the finance sector (knowledge and previous background in insurance and investment planning will be an advantage).
- Completion or in the process of obtaining the following is considered an asset: Securities license, CFP, and/or Life License Qualification Program (LLQP)
TO APPLY
Please include a cover letter and full resume in your application with the position you want to apply : Assistant (or) Wealth Management Associate. Thank you for your interest in this position. Only candidates considered for an interview will be contacted.
Job Types: Full-time, Part-time, Permanent
Pay: $19.00-$23.00 per hour
Additional pay:
- Bonus pay
- Commission pay
Flexible language requirement:
- French not required
Schedule:
- Day shift
- Evening shift
- Every Weekend
- Holidays
- Monday to Friday
Application question(s):
- Are you able to work on weeknights and weekends?
- What attracts you to this position?
Work Location: In person
About Aligned Capital Partners Inc.
Aligned Capital Partners Inc., a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987. In 2012, faced with a challenging environment for independent investment dealers, a strategic renewal was undertaken by the new management team. Collectively, they wanted to accelerate change and introduce a more innovative approach to deliver wealth management services to clients. The objective was to diverge from the norm and create a suite of services that focused on the needs and interests of the client, the Advisor, and the wealth management firm.
At ACPI, we believe in the entrepreneurial spirit and independence of an Advisor’s practice, coupled with an unconflicted dealer platform with no sales targets, no proprietary products, and no commission grid. Our mission is to equip Advisors with everything they need to provide customized financial solutions for their clients.
Since inception, we have operated with the intention of creating a firm that Canada’s best independent financial Advisors would find welcoming and call home. ACPI is committed to partnering with Advisors who wear the “white hats” and run their businesses in a way that always puts the client first.
As a firm, ACPI serves on a range of industry and regulatory committees to help shape the industry and advocate how we believe investors should be treated. Our view of the wealth management industry is straightforward and our currency is the trust placed in us. We earn this currency by providing the infrastructure and solutions Advisors need to do right by their clients.
Assistant / Wealth Management Associate
Top Benefits
About the role
An established Certified Financial Planner is seeking an Assistant / Associate for further business development. This is an entry to intermediate level position that works F/T or P/T in collaboration with the Planner to provide clients with holistic wealth management advice.
Your main responsibilities will involve:
- Supporting the Planner to provide first-class financial planning and strategic wealth management services to our clients.
- Providing secretarial and administrative support in daily operations
- Managing client reviews, scheduling meetings and preparing client meeting materials.
- Engaging in business development activities and providing support on the due diligence process.
- Assisting in investment portfolio reviews and preparing insurance needs analysis, if applicable.
- Preparing marketing & communication materials for clients and target markets.
Successful candidate is required to possess the following skills and qualities:
- You have excellent written and verbal communication skills.
- You have strong organizational and time management skills with the ability to prioritize.
- You thrive in a small office with fast-paced and dynamic work environment
- You are comfortable working with people and numbers.
- You have exceptional interpersonal skills.
- You are result-oriented with firm entrepreneurial focus.
- You are committed towards ongoing learning and self-development.
For those who want to apply for being an Associate, applicants are expected to possess relevant professional qualifications:
- You have years of related work experience in the finance sector (knowledge and previous background in insurance and investment planning will be an advantage).
- Completion or in the process of obtaining the following is considered an asset: Securities license, CFP, and/or Life License Qualification Program (LLQP)
TO APPLY
Please include a cover letter and full resume in your application with the position you want to apply : Assistant (or) Wealth Management Associate. Thank you for your interest in this position. Only candidates considered for an interview will be contacted.
Job Types: Full-time, Part-time, Permanent
Pay: $19.00-$23.00 per hour
Additional pay:
- Bonus pay
- Commission pay
Flexible language requirement:
- French not required
Schedule:
- Day shift
- Evening shift
- Every Weekend
- Holidays
- Monday to Friday
Application question(s):
- Are you able to work on weeknights and weekends?
- What attracts you to this position?
Work Location: In person
About Aligned Capital Partners Inc.
Aligned Capital Partners Inc., a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987. In 2012, faced with a challenging environment for independent investment dealers, a strategic renewal was undertaken by the new management team. Collectively, they wanted to accelerate change and introduce a more innovative approach to deliver wealth management services to clients. The objective was to diverge from the norm and create a suite of services that focused on the needs and interests of the client, the Advisor, and the wealth management firm.
At ACPI, we believe in the entrepreneurial spirit and independence of an Advisor’s practice, coupled with an unconflicted dealer platform with no sales targets, no proprietary products, and no commission grid. Our mission is to equip Advisors with everything they need to provide customized financial solutions for their clients.
Since inception, we have operated with the intention of creating a firm that Canada’s best independent financial Advisors would find welcoming and call home. ACPI is committed to partnering with Advisors who wear the “white hats” and run their businesses in a way that always puts the client first.
As a firm, ACPI serves on a range of industry and regulatory committees to help shape the industry and advocate how we believe investors should be treated. Our view of the wealth management industry is straightforward and our currency is the trust placed in us. We earn this currency by providing the infrastructure and solutions Advisors need to do right by their clients.