Associate Advisor - Jobs in Manotick

Job Description

Currey Insurance Agencies Inc (CIA) is a boutique local financial planning firm that works with high-net-worth clients, business owners, entrepreneurs, and professional clients, offering a holistic approach to financial and estate planning, financial advice, risk management, and wealth management. CIA is a growing firm seeking a motivated financial planner to join our team.Are you someone who:

• Enjoys competition
• Is highly motivated
• Is a great communicator with high interpersonal skills
• Has great problem-solving skills
• Has a passion for helping others
• Is dynamic and able to prioritize tasks effectively in a high-paced environment

The primary role for this position is support of the principle of the firm and other advisory staff in the office. This role is dynamic, with both client-facing and advisor-facing components.This role includes:Advisor Support

• Responsibility for a block of clients, including oversight of key metrics, maintaining client satisfaction, and using industry knowledge to make recommendations which improve clients’ situations
• Financial planning review, data entry, and current and future client analysis
• Meeting with clients, including preparation, information and data gathering, and administrative account servicing
• Asset management, insurance and risk planning, estate planning, and a holistic approach to financial planning
• Special projects as needed
• Advisor/office support using Equisoft/connect CRM to maintain information for clients, their goals, and strategies

Investment Management

• Review investment portfolios for assigned clients
• Communicate regularly with CIA firm principles to develop and maintain key strategies
• Stay appraised of market trends and investment products
• Assist office team to facilitate new business applications
• Assist office team to set up, maintain, and administer portfolios

Client Support/Relationships

• Monitor market and industry trends, communicate regularly with assigned clients, and support the advisory team
• Advise clients on products, services, and recommendations
• Arrange the purchase or sale of investments for clients
• Arrange the purchase, renewal, or maintenance of insurance products
• Engage in networking with existing client base for new referrals

Marketing

• Assist in relationship development and networking for the business
• Collaborate and develop marketing strategies for key financial services offered by the firm

Skills and Qualifications

• 2 years work experience
• Licensed to sell life and accidentamp; sickness insurance in Ontario
• Licensed to sell investments in Ontario
• Skilled with technology
• Marketing/sales skills
• Self-motivated, able to work independently or with a team
• Highly organized, able to follow-up
• Creativeamp; intuitive problem-solving
• High integrity
• High self-confidence

Compensation to be determined based on skills, background, ability, and any applicable licensing. Compensation is a combination of salary and additional bonuses based on personal and firm goals.