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associate financial advisor

Posted on May 14, 2025 by Employer details Blackpeak Forward Financial

Job details

*Join Our Team as an Financial Advisor* We?re looking for a driven and strategic individual to join us as an entry-level Financial Advisor. This role is a great opportunity to build a long-term career in finance while helping people reach their goals. You'll be part of a supportive team, gaining hands-on experience in areas like risk management, retirement planning, estate planning, debt and investment strategies, and more. If you're passionate about delivering exceptional client service and eager to grow professionally, we?d love to hear from you. *What You?ll Be Doing* * Build relationships with potential clients and serve as a trusted advisor. * Review clients? financial situations to understand their goals, cash flow, assets, and long-term plans. * Recommend strategies and financial products that align with each client?s needs. * Create personalized financial plans based on each client?s life stage and goals. * Be an engaged team member who?s open to learning and mentorship. *What to Expect* * Occasional travel may be required. * A valid driver?s license and insurance are an asset. * You?ll need to maintain strict confidentiality with client information. * Some extended hours and weekend work may be needed during busy periods. * This role involves face-to-face client meetings, sometimes in their homes or businesses. * A background check (criminal and consumer history) is required for successful candidates. *What You?ll Need to Succeed* * A positive, goal-driven mindset with strong time and resource management. * A client-first approach with a knack for growing relationships and improving team performance. * Strong communication and influencing skills to deliver meaningful, tailored advice. * The ability to support and guide teammates as part of a collaborative work environment. *What We Offer* * Extensive training and development to build your career with one of Canada?s top employers. * A chance to give back through community involvement. * A competitive salary along with a full benefits package. Job Types: Full-time, Part-time Pay: $42,000.00-$60,000.00 per year Expected hours: 10 ? 50 per week Additional pay: * Bonus pay Benefits: * Company events * On-site parking * Profit sharing Flexible language requirement: * French not required Schedule: * 8 hour shift * Monday to Friday * Weekends as needed Work Location: Hybrid remote in Markham, ON L3R 2V1