Found Description
The OpportunityAssante Hydrostone is seeking a dedicated Financial Advisor to join two teams in Halifax's historic Hydrostone district. We are looking for an individual who has built a solid foundation (3+ years) in the Financial Services industry and is now looking to advance their career in a full-service wealth management firm. This is an ideal role for an advisor who is ready to offer comprehensive, unbiased financial planning. You will work within a collaborative environment that offers the stability of a salary plus performance-based bonus.
Responsibilities
- Provide detailed financial planning support, working with clients on retirement, tax, and estate strategies.
- Deepen relationships with existing clients through regular reviews and proactive communication.
- Contribute to the growth of the firm by welcoming new clients and maintaining high retention rates.
- Steward the annual marketing plan from development, execution and follo...