Job summary
Job overview
The Financial Associate role at Experior Financial Group involves managing client relationships and providing investment advisory services, significantly impacting clients' financial planning and investment strategies.
Responsibilities and impact
Daily responsibilities include acquiring and managing corporate client relationships, advising on financial positions, analyzing client portfolios, and ensuring compliance with internal guidelines and regulations.
Compensation and benefits
Experior Financial Group offers competitive compensation based on performance, extensive training programs, flexible work environments, mentorship support, and health and wellness benefits.
Experience and skills
Candidates should have at least 1 year of experience in financial services, be goal-driven, and possess strong teamwork and mentoring skills.
Career development
The role offers leadership opportunities and a breadth of learning experiences, promoting professional growth within the company.
Work environment and culture
Experior Financial Group fosters a culture of integrity, professionalism, and teamwork, encouraging advisors to build strong client relationships in a supportive environment.
Company information
Founded in 2014 and headquartered in Guelph, Ontario, Experior Financial Group provides financial planning services including insurance, investments, retirement, estate planning, and debt management.
Team overview
The team comprises advisors who collaborate to deliver personalized financial solutions and support each other's growth.
Job location and travel
The position offers flexible work locations and schedules, allowing for a balance between office and remote work.
Unique job features
The role distinguishes itself with a focus on entrepreneurial spirit, continuous development opportunities, and advanced technology for efficient work.
Company overview
Experior Financial Group is a financial services company specializing in insurance, investments, and financial planning. They generate revenue through commissions on insurance products, fees for investment management, and financial advisory services. Founded in 2014, Experior has grown rapidly by focusing on personalized financial solutions and leveraging a network of independent financial advisors. The company emphasizes continuous education and training for its advisors to ensure they provide up-to-date and comprehensive financial guidance to clients.
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