Job Description
Assante Hydrostone is looking for a Wealth Management Financial Advisor in Halifax. Utilize your 3+ years of experience to provide exceptional financial planning services to clients.
In this position, you will play a critical role in delivering detailed financial planning focusing on retirement, tax, and estate strategies. Assante Hydrostone offers a collaborative work atmosphere where you can grow professionally while receiving a competitive salary and performance-based bonuses. You will also help the firm grow by welcoming new clients and maintaining existing relationships.
Key Responsibilities:
• Deliver financial planning support on retirement, tax, and estate matters
• Deepen client relationships through regular reviews
• Welcome new clients while ensuring high retention rates
• Steward annual marketing plans and manage client communication
• Organize client events including seminars and educational webinars
Requirements:
• Minimum 3 years of experience ...
In this position, you will play a critical role in delivering detailed financial planning focusing on retirement, tax, and estate strategies. Assante Hydrostone offers a collaborative work atmosphere where you can grow professionally while receiving a competitive salary and performance-based bonuses. You will also help the firm grow by welcoming new clients and maintaining existing relationships.
Key Responsibilities:
• Deliver financial planning support on retirement, tax, and estate matters
• Deepen client relationships through regular reviews
• Welcome new clients while ensuring high retention rates
• Steward annual marketing plans and manage client communication
• Organize client events including seminars and educational webinars
Requirements:
• Minimum 3 years of experience ...
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