Associate Financial Advisor

Company Description Hoovest Group is a diversified financial services organization specializing in wealth management, fund management, insurance, and corporate advisory. Its subsidiary, Hoovest Financial Inc., is registered as an investment fund manager, portfolio manager, and exempt market dealer across multiple Canadian provinces and jurisdictions. The group also holds subsidiaries licensed with the SEC in the United States, showcasing its cross-border presence. Hoovest Group is dedicated to delivering trusted financial expertise and tailored solutions for its clients' unique needs. Role Description This is a full-time on-site role for an Associate Financial Advisor at our office in East Langley on Fraser Highway. In this role, you will assist clients with financial planning, retirement strategies, and investment decisions aligned with their personal goals. You will support senior advisors by preparing and presenting financial analysis, building long-term client relationships, building due diligence product reports, and staying informed about market trends. Regular tasks will include evaluating financial portfolios, providing personalized recommendations, and collaborating on solutions to meet clients' financial objectives. Qualifications Registered as a Dealing Representative (or eligible for registration) Minimum 2 years of experience in financial planning or wealth management Strong knowledge of investment products, retirement planning, and financial analysis 1 or more years of experience working with NBIN and Aviso's custodian software Excellent communication and client relationship management skills Strong analytical, organizational, and problem-solving skills Advanced proficiency in Microsoft Office, particularly Excel Bachelor's degree in Finance, Commerce, Business, Economics, or a related field Ability to interpret financial data and market insights for effective client recommendations High attention to detail Ability to work independently and as part of a team Assets: Experience using industry platforms such as Bloomberg Terminal, Morningstar Direct, NBIN, Aviso, or other comparable financial systems CFA level 1 or above Fluent in writing and speaking in Hindi or Punjabi to service our clientele

The role involves assisting clients with financial planning, retirement strategies, and investment decisions to meet their personal goals. Responsibilities include preparing financial analysis, building client relationships, and creating due diligence product reports.

Candidates must be a Registered Dealing Representative with at least 2 years of experience in financial planning and proficiency in NBIN and Aviso software. A bachelor's degree in Finance, Commerce, Business, or Economics is required.

• Résolution de problèmesSouhaitée
• Microsoft ExcelSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial Planning
• Wealth Management
• Investment Analysis
• Retirement Strategies
• Client Relationship Management
• Due Diligence
• NBIN Software
• Aviso Custodian Software
• Microsoft Excel
• Financial Portfolio Evaluation
• Market Trend Analysis
• Problem Solving

• Finance & Accounting
• Sales
• Consulting

Formation minimale

Baccalauréat

Expérience minimale

2+ ans

Postuler avant le

5 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Entry level

Mode de candidature

La candidature directe est offerte