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Financial Advisor Assitant

Markham, ON

We currently have a career opportunity for a Financial Advisor Assistant reporting to a Senior Advisor. This role requires an individual who is professional, independent, organized, effective at multi-tasking and detail-oriented, with strong communication and people skills. Candidates must be versatile and capable of performing a variety of tasks to get the job done in a fast-paced environment where attention to detail is of the upmost importance.

Key Responsibilities:

  • Make an appointment, schedule a meeting for Senior Advisor (60%)

  • Handle incoming and outgoing phone calls with clients and respond to requests for information, Maintain our CRM system with accurate information and prepare monthly /quarterly/ annual reports  (5%)

  • Set-up, organize and/or coordinate seminar/meetings when required (15%)

  • Perform and execute advertising and marketing strategy, increase website, WeChat and LinkedIn viewership  (20%)

Ideal Candidate Qualifications:

  • Investment industry experience with office administration experience in a professional, client facing environment;

  • Proven ability to handle a high volume of work in a fast-paced environment is required

  • Strong organizational skills and attention to detail

  • Excellent verbal and written communication skills

  • High attention to detail and accuracy

  • Exceptional interpersonal skills, independent with a strong sense of initiative

  • Strong work ethic with a team-first mindset

  • Demonstrated ability to learn quickly, results driven, thrives within a fast-paced environment

  • Experience in wealth management industry an asset

  • Experience working with National Bank applications an asset

Financial Advisor 

Markham, ON

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though products and services (e.g. insurance, mutual funds, retirement savings plans, tax plans and similar products). Provides other solutions indirectly through referrals to business partners.

  • Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.

  • Implements business development strategies to acquire new business

  • Engages customers to grow Black Key business by reaching out, generating appointments, and building new relationships within the community.

  • Supports the achievement of sales and performance targets.

  • Develops and implements a long-term relationship management plan to meet the needs of client.

  • Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.

  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.

  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

  • Executes work to deliver timely, accurate, and efficient service.

  • Introduces clients to insurance and investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.

  • Probes to understand customer personal investment and financial needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.

  • Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.

  • Maintains current knowledge of related products, practices, and trends and integrates into customer conversations.

  • Builds effective relationships with internal/external stakeholders.

  • Protects the clients’ assets and complies with all regulatory, legal, and ethical requirements.

  • Focus may be on a business/group.

  • Thinks creatively and proposes new solutions.

  • Exercises judgment to identify, diagnose, and solve problems within given rules.

  • Works mostly independently.

  • Broader work or accountabilities may be assigned as needed.


  • Typically between 2-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

  • CFP designation preferred or one of the following:

  • Personal Financial Planner (PFP) designation,

  • Financial Planning I & II (FP I & II).

  • Life License Qualification Program (LLQP) – Licensed to sell insurance products

  • Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.

  • Advanced working knowledge of financial industry.

  • Specialized knowledge from education and/or business experience.

  • Verbal & written communication skills - In-depth.

  • Collaboration & team skills - In-depth.

  • Analytical and problem solving skills - In-depth.

  • Influence skills - In-depth

  • Mandarin and Cantonese fluent is an asset

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