Associate Financial Advisor
About the role
100% Commission
Company Description AIM Wealth Solutions serves families across Canada and the United States with honest, personalized financial guidance focused on building confidence in their financial future. The firm provides approachable, empowering support in areas such as insurance protection for loved ones and wealth building for retirement. Backed by Experior’s top-tier infrastructure, AIM Wealth Solutions offers strong operational and training support to its team. The company also mentors new associates who want to grow their careers in financial services and make a meaningful impact. AIM Wealth Solutions is a destination for individuals seeking financial clarity and a purpose-driven career path.
Role Description The Associate Financial Advisor will support clients by gathering financial information, assessing needs, and helping develop tailored financial plans. Day-to-day responsibilities include assisting with retirement planning, investment analysis, insurance reviews, and preparation of recommendations under the guidance of senior advisors. The role involves meeting with clients in person, documenting advice, maintaining client records, and following up to ensure implementation of agreed strategies. The Associate Financial Advisor will collaborate with the advisory team on client presentations, educational materials, and ongoing service updates. This is a PArt-time, on-site role based in Brampton, ON.
Qualifications Strong foundation in Financial Planning and Financial Advisory skills, with the ability to support the development of personalized client strategies. Knowledge of Finance and Investments, including basic understanding of risk, diversification, and portfolio concepts. Experience or coursework in Retirement Planning, with interest in helping clients prepare long-term income and protection strategies. Excellent communication, interpersonal, and client-service skills, with the ability to explain financial concepts in clear, accessible language. Attention to detail, organization, and proficiency with common office and financial planning software tools. Post-secondary education in finance, business, economics, or a related field; progress toward or interest in relevant professional designations (e.g., CFP, QAFP, or equivalent) is an asset. Ability to work on-site in Brampton, ON, collaborate within a team, and adhere to regulatory and ethical standards.
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About AIM Wealth Solutions
Serving families across Canada and the U.S. with honest, personalized financial guidance. Our mission is simple: to help people feel confident about their financial future. Whether it’s protecting loved ones with the right insurance or building wealth for retirement, we are here to make financial planning approachable and empowering. Backed by Experior’s top-tier support, we also mentor new associates who want to grow in this industry and make a real impact. Let’s connect—whether you’re looking for financial clarity or a career that makes a difference.
Similar Jobs
Associate Financial Advisor
About the role
100% Commission
Company Description AIM Wealth Solutions serves families across Canada and the United States with honest, personalized financial guidance focused on building confidence in their financial future. The firm provides approachable, empowering support in areas such as insurance protection for loved ones and wealth building for retirement. Backed by Experior’s top-tier infrastructure, AIM Wealth Solutions offers strong operational and training support to its team. The company also mentors new associates who want to grow their careers in financial services and make a meaningful impact. AIM Wealth Solutions is a destination for individuals seeking financial clarity and a purpose-driven career path.
Role Description The Associate Financial Advisor will support clients by gathering financial information, assessing needs, and helping develop tailored financial plans. Day-to-day responsibilities include assisting with retirement planning, investment analysis, insurance reviews, and preparation of recommendations under the guidance of senior advisors. The role involves meeting with clients in person, documenting advice, maintaining client records, and following up to ensure implementation of agreed strategies. The Associate Financial Advisor will collaborate with the advisory team on client presentations, educational materials, and ongoing service updates. This is a PArt-time, on-site role based in Brampton, ON.
Qualifications Strong foundation in Financial Planning and Financial Advisory skills, with the ability to support the development of personalized client strategies. Knowledge of Finance and Investments, including basic understanding of risk, diversification, and portfolio concepts. Experience or coursework in Retirement Planning, with interest in helping clients prepare long-term income and protection strategies. Excellent communication, interpersonal, and client-service skills, with the ability to explain financial concepts in clear, accessible language. Attention to detail, organization, and proficiency with common office and financial planning software tools. Post-secondary education in finance, business, economics, or a related field; progress toward or interest in relevant professional designations (e.g., CFP, QAFP, or equivalent) is an asset. Ability to work on-site in Brampton, ON, collaborate within a team, and adhere to regulatory and ethical standards.
Not the right fit? Search for Associate Financial Advisor jobs in Brampton, Ontario, Canada
About AIM Wealth Solutions
Serving families across Canada and the U.S. with honest, personalized financial guidance. Our mission is simple: to help people feel confident about their financial future. Whether it’s protecting loved ones with the right insurance or building wealth for retirement, we are here to make financial planning approachable and empowering. Backed by Experior’s top-tier support, we also mentor new associates who want to grow in this industry and make a real impact. Let’s connect—whether you’re looking for financial clarity or a career that makes a difference.