OverviewWe are seeking a motivated and detail oriented Financial Services Associate to join our growing team. This role supports financial planning, client service, and advisory operations within a collaborative and professional environment.
The position is ideal for individuals interested in building a long term career in financial services while developing strong foundational skills in insurance, investments, and retirement planning.
Responsibilities- Support financial planning and client service activities
- Assist with preparing financial summaries and documentation for client meetings
- Help analyze client information to support planning discussions and recommendations
- Coordinate client onboarding, follow-up, and service requests
- Work closely with licensed advisors to ensure accuracy and organization of client records
- Participate in training and development related to insurance and investment fundamentals
- Contribute to continuous improvement of internal processes and client experience
Training and Development- Structured onboarding and development program
- Licensing cost support for life insurance and investment registrations
- Ongoing mentorship, coaching, and professional education
- Clear role progression based on skill development and qualifications
Requirements- Strong organizational and communication skills
- Comfortable working with numbers, documentation, and client information
- Professional, reliable, and coachable mindset
- Interest in financial services as a long term career path
- Experience in customer service, finance, or sales is an asset but not required
Work EnvironmentBased in our Whitby office with flexible work arrangements
Supportive team culture focused on learning, growth, and long term development.
Benefits- Company events
- Flexible schedule
- On-site parking
- Stock options