Jobs in Greater Sudbury

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Within 25 km of Greater Sudbury

Added 1 month ago
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Northern Employment Solutions Inc

Financial Services Associate

Sudbury, ON, Canada

Salary : $45,000 - $55,000 yearly · Full-time

Within 25 km of Greater Sudbury · About 9.9 km from the city centre

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Job details

Pay: Salary : $45,000 - $55,000 yearly
Job type: Full-time
Experience: 1-4 years of recent and relevant experience, is deemed an asset.
Posted: Sep 17, 2026

Original job description

Financial Services Associates play a crucial role in providing exceptional support services to all of our clients divisions. Their wide range of responsibilities and expertise enable them to effectively address client queries, prepare informative portfolio reports, create presentations and proposals for client meetings, and ensure accurate and timely account setup. Financial Services Associates are an essential part of the team and contribute significantly to our client’s success.

Responsibilities:

Client Management:

Review portfolios and research suitable investment options based on established objectives to prepare accurate and relevant documentation for meetings.
Analyze portfolios, plan, make recommendations, and decide on allocation strategies.
Plan and make projections for retirement.

Meeting Preparation:

Prepare tax packages.
Create presentations and proposals for meetings.
Prepare summaries and other documents.

Account Management:

Fill out new account application forms, both paper and online.
Facilitate accurate and timely setup, Electronic Fund Transfers (EFT), RRIF payments, processing.
Good Knowledge of RRSPs and TFSAs.

Compliance and Documentation:

Update and maintain client records
Ensure databases are regularly updated and accurately reflect current information, including maintaining and managing comprehensive contact lists.
Conduct thorough reviews of documents to ensure they are accurate, complete, and adhere to organizational standards and guidelines.

Regulatory and Confidentiality Standards:

Handle sensitive and confidential information with the utmost care, consistently upholding strict confidentiality standards.
Continuously monitor and stay up to date on changes in financial regulations that may impact investment practices, ensuring compliance and adaptability.

Records Management:

Manage the organization and archiving of both active and inactive client files, ensuring they are properly categorized and easily accessible.

Team Collaboration:

Provide assistance to the team and collaborate with other divisions within the organization.

Skills/Qualifications:

university or college degree in finance or business is an asset.
1-4 years of recent and relevant experience, is deemed an asset. Training will be provided.
Demonstrate strong interpersonal skills with the ability to build trusting relationships.
Possess excellent attention to detail.
Have exceptional written and verbal communication skills.
Demonstrate proficiency in MS OfficeSuite, including Word, Excel, PowerPoint, Outlook, and other relevant programs.

Salary : $45,000 - $55,000 yearly

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More about this job

Responsibilities

The Financial Services Associate provides support by managing client portfolios, preparing meeting documentation, and facilitating account setups. They also ensure regulatory compliance, maintain accurate client records, and collaborate with internal teams to support client success.

Requirements

Candidates should have 1-4 years of relevant experience and a degree in finance or business is considered an asset. Strong interpersonal, communication, and MS Office skills are required to perform the role effectively.

Skills

Client management
Portfolio analysis
Investment research
Retirement planning
Tax package preparation
Account setup
RRSP
TFSA
Compliance
Records management
Interpersonal skills
Attention to detail
Communication skills
MS Office Suite
Excel
PowerPoint

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Portfolio Management
Investment
Retirement Planning
Tax Packages
Account Management
RRSP
TFSA
Compliance
Records Management
MS Office
Word
Excel
PowerPoint
Outlook
Client Relations
Data Entry
Financial Regulations
Documentation
EFT
RRIF

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