Associate Financial Advisor

Job summary

Support the development and implementation of comprehensive financial and retirement plans, conduct investment research and portfolio analysis, and assist with client meetings and follow-up. Communicate with clients, maintain accurate records and compliance documentation, coordinate with administrative colleagues, and identify ways to improve processes and the client experience.

Job details

Associate Financial Advisor IPC Wealth (Independent Advisory Team; The Fortune Team) Dartmouth, Nova Scotia Full-Time (In Office) About Our Team We believe great financial advice goes beyond managing investments. Our practice focuses on advanced financial planning, personalized solutions, and helping individuals, families, and business owners make confident decisions about their financial future. We're a small, capable, and committed team that takes tremendous pride in the work we do. We hold ourselves to a high standard, believe in doing things the right way, and strive to care for our clients the same way we would care for our own family. We value strong relationships, attention to detail, and a genuine commitment to helping people. Just as importantly, we're committed to maintaining a close-knit, supportive team where everyone contributes, works together, and takes pride in what we accomplish. As our practice continues to grow, we're looking for the right person to grow with us. The Opportunity We're looking for a motivated, trustworthy, and highly coachable Associate Financial Advisor to become an important part of our team. This individual will work closely alongside our lead advisors, supporting advanced financial planning, investment research, client relationships, and the delivery of exceptional financial advice. We're looking for more than someone to simply complete assigned tasks. We want a meaningful contributor who takes initiative, is willing to roll up their sleeves, and takes genuine pride in delivering a remarkable client experience supported by thoughtful, comprehensive financial planning. This is an excellent opportunity for someone who enjoys the technical and relationship-building aspects of wealth management and wants to develop their career without the immediate pressure of building their own client base. To be clear- you will not be responsible for bringing assets into the firm, your job is to work with the existing advisors within the existing client base. You'll receive hands-on mentorship, work directly with clients, and gradually take on greater responsibilities as your skills develop. Key Responsibilities Support the development and implementation of comprehensive financial and retirement plans. Conduct investment research, portfolio analysis, and financial planning investigations. Assist with client meeting preparation, attend meetings, and coordinate follow-up activities. Communicate directly with clients, helping ensure their questions and needs are handled promptly and professionally. Work collaboratively with our administrative team to ensure client-related activities are completed accurately and efficiently. Maintain accurate client records and assist with documentation and compliance requirements. Identify opportunities to improve processes, enhance the client experience, and contribute to the overall success of the practice. Demonstrate initiative, accountability, and ownership in day-to-day responsibilities. Who We're Looking For We're looking for someone who is passionate about financial planning, enjoys helping people, and wants to be part of a team that takes its work seriously while genuinely enjoying working together. The ideal candidate is: Trustworthy and dependable: Someone with strong integrity, sound judgment, and a commitment to doing what's right. Coachable and eager to learn: Open to feedback, curious, and motivated to continuously improve. A genuine team player: Willing to pitch in, support colleagues, and contribute wherever needed. Proactive and resourceful: Someone who takes initiative, solves problems, and follows through. Detail-oriented: Takes pride in producing thorough, accurate, and high-quality work. Personable and professional: Enjoys building relationships and making clients feel comfortable, valued, and confident. Growth-minded: Ambitious about developing professionally and building a meaningful, long-term career. Qualifications Ideally 2–3 years minimum of experience in financial services, financial planning, or wealth management. Licensed to deal in mutual funds in Canada. Life insurance & Accident and Sickness Insurance license considered a strong asset. Strong understanding of investment products and personal financial planning concepts. Excellent organizational, analytical, and communication skills. Comfortable using financial planning software, CRM systems, and Microsoft Office. A genuine interest in continued professional development. What We Offer Annual base salary of $55,000- $67,000, plus a discretionary performance bonus. A comprehensive health and retirement benefits package. Direct mentorship and hands-on experience working alongside experienced financial advisors. Meaningful exposure to advanced financial planning, retirement strategies, investment management, estate planning, and client relationships. A small, supportive, and close-knit team environment. Opportunities for ongoing professional development and increasing responsibility. The potential to grow into a Financial Advisor position within our practice. Position Details Location: Dartmouth, Nova Scotia Employment: Full-time, 37.5 hours per week Regular office hours: Monday to Friday, 8:30 AM – 4:30 PM Work arrangement: This is an in-office position and is not a remote or work-from-home opportunity. Flexibility: Occasional early morning or evening client meetings may be required to accommodate client schedules. Anticipated start date: January 2027 Join Our Team We're proud of the relationships we've built with our clients and the standard of service we provide. We believe that exceptional financial advice comes from combining strong technical knowledge with genuine care for the people we serve. If you're someone who takes pride in your work, enjoys being part of a close-knit team, and wants to make a meaningful contribution to a growing wealth management practice, we'd love to hear from you.

What you’ll do

Support the development and implementation of comprehensive financial and retirement plans, conduct investment research and portfolio analysis, and assist with client meetings and follow-up. Communicate with clients, maintain accurate records and compliance documentation, coordinate with administrative colleagues, and identify ways to improve processes and the client experience.

Requirements

Candidates should have at least 2–3 years of experience in financial services, financial planning, or wealth management and be licensed to deal in mutual funds in Canada. They should understand investment products and personal financial planning, have strong organizational, analytical, and communication skills, and be comfortable with financial planning software, CRM systems, and Microsoft Office; life and accident and sickness insurance licenses are an asset.

Benefits

• Health Benefits
• Retirement Benefits
• Discretionary Performance Bonus
• Professional Development Opportunities

Listed skills

• Compliance Documentation · Preferred
• Teamwork · Preferred
• Problem solving · Preferred
• Organization · Preferred
• Attention to detail · Preferred
• Financial planning · Preferred
• Microsoft Office · Preferred
• Financial analysis · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Retirement Planning
• Investment Research
• Portfolio Analysis
• Client Relationship Management
• Client Communication
• Financial Analysis
• Organization
• Analytical Skills
• Attention to Detail
• Teamwork
• Initiative
• Problem-Solving
• Compliance Documentation
• Financial Planning Software
• Microsoft Office

Job areas

• Finance & Accounting
• Customer Service & Support

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