Seeley Group Private Wealth Management
Enhance your career in an entrepreneurial environment where you define your success & work as part of a team. As an Associate, you will support a Senior Financial Advisor and their team with their financial planning practice, providing a full range of financial products and services for clients. We’re looking for dedicated team players with an agile and proactive mindset who want to help Canadians achieve their financial goals. A minimum of 2 to 3 years’ experience in the financial services industry, along with the Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC). Preference will be given to candidates who possess the Life License Qualification Program (LLQP) or Registered Retirement Course designation (RRC). The Certified Financial Planner (CFP®) designation is an asset.
About Seeley Group Private Wealth Management
We look to develop long-term relationships with our high net worth clients and their families, reviewing all aspects of their financial well-being, proactively adjusting and assessing scenarios so our clients and their families can realize their full financial potential.
Responsibilities
- Provide financial planning support
- Updating client financial plans
- Reviewing client files
- Daily client interactions
- Helping manage marketing projects
- Assisting with client transactions
On-going Education
- IG University will be available to continuously learn about financial planning
- Eligibility to have CFP & RRC paid for
To apply, please visit the following URL:https://en-ca.whatjobs.com/pub_api__cpl__82602236__4809?utm_campaign=publisher&utm_medium=api&utm_source=4809&geoID=6225→