We are seeking a motivated and dedicated individual to join our team as a Financial Advisor Trainee in our North York office. This entry-level position offers the opportunity to jumpstart your career in the financial industry while receiving comprehensive training and mentorship from experienced professionals.

Responsibilities:

• Conduct financial analysis, including data collection, modeling, and reporting.
• Assist in the creation of comprehensive financial plans tailored to clients' needs and goals, with a focus on achieving retirement objectives.
• Collaborate with clients to develop tax-efficient strategies and improve taxation planning.
• Participate in asset management activities, including portfolio analysis and investment recommendations.
• Work with clients on a flexible schedule to accommodate their needs and preferences.
• Contribute to the development and implementation of financial strategies to help clients achieve financial independence.
• Learn and adhere to regulatory requirements and company policies.

Requirements:

• Strong analytical skills and attention to detail.
• Excellent communication skills, both verbal and with a particular emphasis on active listening.
• Proficiency in Microsoft Excel and PowerPoint, as well as other relevant software.
• Basic numeracy skills and comfort working with financial calculations.
• Ability to work independently and as part of a team.
• Passion for helping others achieve financial success.

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