5 meilleures offres (financial advisor, peterborough on) (à pourvoir)

Associate Financial Advisor
Matthews + Associates —Peterborough, ON
- De 45 000 $ à 50 000 $ par an
- Temps plein
- Travail hybride
- Service à la clientèle
- Anglais
- Finance
- Régimes de participation aux bénéfices
- Programmes de Bien-être
Postuler rapidement
il y a 3 jours
Financial Services Professional LLQP (ON and AB Only)
Balanced Financial Solutions —Ontario
- De 47 572,22 $ à 150 514,27 $ par an
- Temps plein
- Télétravail
- Vente
- Service à la clientèle
- Développement commercial
- Heures d'arrivée et de départ flexibles
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Financial Planner
Kawartha Financial Services —Peterborough, ON
- 85 000 $ par an
- Travail hybride
- Finance
- Affaires
- Assurance Dentaire
Manager, Client Advice
CIBC —Peterborough, ON
- Fins de semaine au besoin
Wealth Coach - Anywhere in Canada (Except Quebec)
Control And Compound Financial —Canada
- De 80 000 $ à 90 000 $ par an
- Temps plein
- Télétravail
- Microsoft Outlook
- Vente
- Microsoft Office
- Programmes de Bien-être
- Assurance Dentaire
Postuler rapidement
il y a 6 jours

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Financial Services Professional LLQP (ON and AB Only)
Balanced Financial Solutions —Ontario
LLQP License (or willingness to obtain one through our licensing support program). Sales aptitude and business development ability.
De 47 572,22 $ à 150 514,27 $ par an
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Investment Advisor
Keybase Financial Group Inc —Richmond Hill, ON
Applicants must be an established advisor with a minimum 4 years in practice and a current book of at least $15M.
De 100 000 $ à 125 000 $ par an
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Associate Financial Advisor

Matthews + Associates
Peterborough, ON

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Détails du poste

Permanent | Temps plein
De 45 000 $ à 50 000 $ par an
Il y a 3 jours

Profil recherché

Service à la clientèle
Anglais
Finance
Expérience administrative
Administration de bases de données
Gestion de bases de données
CFP
Services financiers
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Compétences en communication
Travail de bureau

Description complète du poste

About Us

Matthews + Associates is a retirement-focused wealth management firm in Peterborough, Ontario, operating under Aligned Capital Partners Inc. (ACPI) as broker-dealer. We manage roughly $110M for about 110 households. We run as a single advisory pod today and are building toward multiple pods as we scale, so this is an early, foundational seat on a growing team.

What makes us different: we are advice-first and education-led, not product-led. Our portfolios follow an evidence-based investment philosophy. Planning runs on Conquest, and our client experience follows a defined process (the True Wealth Roadmap). Our education brand, Retirement Planning Simplified, runs a podcast, YouTube channel and website that drive inbound interest. We are building a structured, career-tracked team so people can see exactly how they grow here, which is unusual for a firm our size.

Who we serve

Canadians aged roughly 50 to 70 approaching or in retirement, typically with $1M to $10M in investable assets. The work is genuine retirement and decumulation planning: income, tax, estate and transition. Clients come to us for clarity and ongoing advice, so the whole team is oriented around service quality and long-term relationships rather than transactions.

The Junior Financial Advisor

We are looking for a resourceful, growth-minded, and ambitious individual to join our expanding team. This role is suited for a recent graduate of a financial management program, or someone with experience working in a financial planning office, or in other administrative functions, and wanting to grow from a support role to a financial advisor.

This position will start as a support role to our Certified Financials Planners, and it requires someone who has the willingness to obtain their CSC license.

Key accountabilities:

Account openings, transfers, beneficiary and registration changes, contributions/withdrawals, RRIF/RRSP changes
Dealer/back-office liaison: resolving transfer rejections, debits, trade issues and follow-ups, all the way to done
Estate and document processing, DocuSign, fee addendums, AOR and KYC updates, Wealthbox CRM hygiene
Meeting prep and follow-up support alongside the Lead Advisor and Senior Financial Planner
Client follow-up for trade instructions

Qualifications

Dedicated client-service professional with 1-3 years of experience in client or customer service
A knowledge of financial services products with specialization on retirement solutions
Experience with database management and handling of confidential information
Experience in office administration practices and technologies, including general office software, CRM databases, DocuSign etc.
Demonstrated ability to problem-solve independently
Experience with aiding team members with administrative requirements, including, but not limited to, meeting preparation and support
Excellent written and verbal English communication skills
Ability to work daily in office in Peterborough, Ontario

What we offer you:

A starting competitive salary with clear opportunities for progression upon completion of certifications
We provide a structured path to work from operational support to becoming a Lead Advisor with support of a Certified Financial Planner (CFP) designation
A collaborative, values-minded team that works together with clients and removes pressure to build individual books of clients or client quotas
Opportunity to for future hybrid work flexibility based on client and team requirements

Pay: $45,000.00-$50,000.00 per year

Benefits:

Company events
Dental care
Disability insurance
Extended health care
Life insurance
Paid time off
Profit sharing
Wellness program

Experience:

Database administration: 1 year (required)
Financial services: 2 years (preferred)
office administrative: 2 years (required)

Work Location: In person

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financial advisor emplois - peterborough on

Associate Financial Advisor

Financial Services Professional LLQP (ON and AB Only)

Financial Planner

Manager, Client Advice

Wealth Coach - Anywhere in Canada (Except Quebec)

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