Associate Financial Advisor

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 higher (AAR or AR)

2 or more years of experience in the Financial Planning and Retirement Planning industry

1 or more years of experience working with Bloomberg Terminal or Morningstar Direct for market research and portfolio analysis reports

1 or more years of experience working with NBIN and Aviso's custodian software

Excellent interpersonal and communication skills

Ability to interpret financial data and market insights for effective client recommendations

Demonstrated ability to use Python (Pandas) for large-scale data analysis and automated financial reporting

Proven capability to build and maintain lasting client relationships

Bachelor’s degree in Finance, Commerce, Economics, or a related field

CFA level 1 or above

Must be able to pass a technical test on Excel financial modelling (vlookup, pivot tables, etc.)

High attention to detail

Ability to work independently and as part of a team

Assets

Fluent in writing and speaking in Hindi or Punjabi to service our clientele

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