Skip to main content
Post your resume and find your next job on Indeed!

Associates Financial Advisor jobs

Sort by: -
    • Previous experience working in the financial services industry as an associate, advisor or administrative role is an asset.
    • Demonstration of client needs analysis through commitment to use of financial security planning tools.
    • The Associate Financial Advisor plays a key role in…
    • This role is suited for a recent graduate of a financial management program, or someone with experience working in a financial planning office, or in other…
  • View similar jobs with this employer
    • A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
  • View similar jobs with this employer
    • A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
  • View similar jobs with this employer
    • A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
    • Identify client goals, financial risks, and planning opportunities.
    • Prepare and present personalized financial plans and wealth management recommendations.
    • Deep understanding of financial services products with specialization on retirement solutions.
    • This role is suited for a CSC licensed person with experience…
    • Goldhar & Associates Ltd. is seeking an experienced Licensed Insolvency Trustee (LIT) to assume the role of Senior Vice President, Corporate Insolvency.
    • Experience in financial planning and investment sales is preferred.
    • Conducting in-depth reviews for assigned clients including retirement planning, wealth…
    • Strict confidentiality with respect to client’s medical history, financial status and other personal information.
    • Job Types: Full-time, Permanent.
    • Previous experience in a financial institution is required.
    • The competencies for this position would require a minimum grade twelve diploma, plus two to three…
  • View similar jobs with this employer
    • Experience in financial planning and investment sales is preferred.
    • Conducting in-depth reviews for assigned clients including retirement planning, wealth…
    • Advise clients on their financial goals and propose strategies tailored to their situation.
    • Direct access to some of the top-performing advisors in Canada,…
    • Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
Get e-mail updates for the latest Associates Financial Advisor jobs

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

Career Resources:

Job Post Details

Administrative Associate - job post

Himmelman & Associates Financial Advisors Inc.
1444 Dresden Row, Halifax, NS B3J 3T5
$45,000–$55,000 a year - Full-time
Responded to 75% or more applications in the past 30 days, typically within 1 day.

Job details

Pay

  • $45,000–$55,000 a year

Job type

  • Full-time

Shift and schedule

  • Monday to Friday

Location

1444 Dresden Row, Halifax, NS B3J 3T5

Full job description

Job Posting: Administrative Associate

Company: Himmelman & Associates Financial Advisors Inc.
Location: In-Office at 1444 Dresden Row, Halifax, NS
Employment Type: Full-time 8:30am-4:30pm Monday-Friday

About Himmelman & Associates Financial Advisors Inc.

At Himmelman & Associates Financial Advisors, our clients value the stability and security of dealing with Canada’s largest financial institutions along with the confidentiality and personalized service offered by an independent boutique style advisory firm. We are committed to providing experienced and sound advice, contributing positively to the quality of our clients’ lives, and their financial future. We are a registered dealer firm for mutual fund products through Manulife Wealth Inc. and insurance products are offered through Himmelman & Associates Financial Advisors Incorporated. Himmelman & Associates is one of the top independent advisory firms in Canada and a Wealth Professional Canada 5-Star Team for 2025.

Position Summary

We are seeking a highly organized and detail-oriented Administrative Associate who will be responsible for handling client inquiries and requests, as well be the lead for administrative tasks with our clients.

Key Responsibilities

  • Serve as a first point of contact for clients, both in person and by phone/email
  • Schedule and coordinate client review meetings and follow-ups with our advisor team
  • Prepare client files, forms, and documentation for advisor meetings
  • Maintain accurate client records and ensure confidentiality of sensitive information
  • Be the lead with account openings, transfers, transactions, and routine service requests in a timely manner
  • Ensures clients and the firm is up to date on compliance requirements
  • Manage office communications, correspondence, and document management
  • Coordinate office supplies and assist with basic office management duties

Qualifications & Skills

  • Previous experience working in the financial services industry as an associate, advisor or administrative role is an asset
  • Mutual Fund certification with current accreditation and good standing for CIRO licensing requirements (Canadian Securities Course or Investments Funds in Canada) or willingness to obtain within 60 days of start date
  • Strong organizational skills and comfortable working independently. Willing to take ownership of their responsibilities
  • High level of professionalism and communication skills with clients face-to-face or over the phone

What We Offer

  • Small team environment with one of Atlantic Canada’s top independent advisory firms
  • Competitive salary with quarterly bonuses based on individual and team performance
  • Training and professional development opportunities to expand your role within the firm

How to Apply

Interested candidates are invited to submit their résumé and a brief cover letter outlining their interest in the role to by the deadline July 30th.

Please send in one PDF document to pquas@himmelman.ca or apply directly on Indeed

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Pay: $45,000.00-$55,000.00 per year

Work Location: In person

Let Employers Find YouUpload Your Resume