Financial Advisor

The Opportunity

Assante Hydrostone is seeking a dedicated Financial Advisor to join two teams in Halifax's historic Hydrostone district. We are looking for an individual who has built a solid foundation (3+ years) in the Financial Services industry and is now looking to advance their career in a full-service wealth management firm.

This is an ideal role for an advisor who is ready to offer comprehensive, unbiased financial planning. You will work within a collaborative environment that offers the stability of a salary plus performance-based bonus.

Responsibilities
· Provide detailed financial planning support, working with clients on retirement, tax, and estate strategies.

· Deepen relationships with existing clients through regular reviews and proactive communication.

· Contribute to the growth of the firm by welcoming new clients and maintaining high retention rates.

· Steward the annual marketing plan from development, execution and follow up including client newsletter and monthly client communications. Manage Social Media Strategy and Advisor website. Liaise with Head Office Marketing to authorize and approve content sent to clients.

· Manage Planning various client events including seminars, client appreciation events and educational webinars.

Qualifications & Skills

· Industry Experience: 3+ years of experience as a Financial Advisor or Licensed Assistant.

· Licensing: IIROC/CIRO licensed (Registered Representative) or willing to transfer immediately (must have CSC and CPH completed).

· Education: Post-secondary education with a focus on business or finance.

· Tech Proficiency: Strong skills in Microsoft Office (Outlook, Word, Excel). Comfort learning new database software is essential. Experience with AI including Microsoft Co-Pilot. SNAP Projections

· Professionalism: A strong commitment to client service and ethical standards.

· Communication: Excellent verbal and written communication skills.

Assets

· Willing to consider completing other industry related courses and designations.

· Familiarity with Salesforce or similar CRM tools.

· Experience in a professional services environment (Law, Accounting, Finance).

· Experience in planning client events including seminars, client appreciation events and educational webinars.

What we offer

· Compensation: Competitive salary commensurate with experience plus performance-based bonus.

· A comprehensive benefits package to support your health and well-being.

· A collaborative, professional work atmosphere in the heart of the Hydrostone district.

· Access to mentoring activities with peers within the Hydrostone Branch

· Join two supportive, high-performing teams in a professional office setting.
CI Assante Wealth Management Ltd. is a Member of the Canadian Investor Protection Fund and Canadian Investment Regulatory Organization