Financial Services Associate
About the role
Bluestone Financial is looking for a Financial Services Associate to join our growing team. This role is ideal for someone who is professional, organized, client-focused, and eager to build a career in financial services. The successful candidate will help support client relationships, assist with day-to-day service needs, prepare and process client documentation, support financial planning and investment-related activities, and contribute to a positive client experience. At Bluestone, our goal is to help clients build wealth, live well, and make confident financial decisions.
We are looking for someone with at least one year of experience in financial services, along with a post-secondary education degree or diploma. The ideal candidate is trustworthy, detail-oriented, a strong communicator, comfortable with technology, and able to work well in a collaborative team environment. A growth mindset, willingness to learn, and genuine interest in helping people improve their financial well-being are essential.