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Financial Associate Jobs in Windsor, ON (NOW HIRING)

... Associate Investment Advisor or Associate Advisor to join a Premier advisory team by providing ... Finance, economics or business degree * Other professional of investment industry designations ...

The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and ... Investigations and Case Support Investigates incidents of financial and physical shrink and ...

The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and ... Investigations and Case Support Investigates incidents of financial and physical shrink and ...

Retail Store Associate

Windsor, ON

CA$17.60 - CA$23.19/hr

Retail Store Associate Pay Range: $17.60 - $23.19 *Applications are accepted on an ongoing basis to ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...

Store Associates are also expected to promptly resolve any customer concerns and ensure maximum ... payment, ask for financial information, or sensitive personal information like national ...

Store Associates are also expected to promptly resolve any customer concerns and ensure maximum ... payment, ask for financial information, or sensitive personal information like national ...

Customer Experience Associate

Chatham, ON ยท On-site

CA$22 - CA$27.21/hr

Can you process financial transactions accurately and get a sense of achievement by providing ... Associate. We are expecting an all-around champion who can understand customer needs and advise ...

Sales Associate

Windsor, ON

CA$45K - CA$70K/yr

... associates have earned significantly more). * New: Maternity Leave TopUp Program: Were proud to ... Our Maternity Leave TopUp Program provides additional financial support so you can focus on what ...

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Financial Associate information

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.
What are the most commonly searched types of Financial jobs in Windsor, ON? The most popular types of Financial jobs in Windsor, ON are:
What job categories do people searching Financial Associate jobs in Windsor, ON look for? The top searched job categories for Financial Associate jobs in Windsor, ON are:
What cities near Windsor, ON are hiring for Financial Associate jobs? Cities near Windsor, ON with the most Financial Associate job openings:

Full-time

Re-posted 4 days ago


Job description

Financial Security Advisor Trainee ย ย 

Are you looking for a new career and are excited by the limitless opportunities financial services industry has to offer? What's holding you back fromย becoming your own boss? Take control of your life, determine your own success and financial independence. Enjoy work-life balance and quality lifestyle you deserve and desire.ย 

Let's talk. It's an exciting time to join us!

At Desjardins Financial Security Independent Network (DFSIN), due to our exceptional growth, we are looking for highly motivated individuals to join our successful team in one of our Financial Centres in Southwestern Ontario. Here is an opportunity for you to build a successful business practice with the help of a multi-billion dollar organization. We value and respect an Advisors Independence! Our track record is based on the quality of support services delivered to our independent associates with a companywide commitment to professionalism.

About the Roleย ย  ย  ย  ย  ย  ย  ย  ย  ย  ย  ย  ย  ย  ย  ย  ย  ย  ย  ย  ย  ย ย 

No prior experience in the financial services industry is necessary. You will receive exceptional training and support to help build your business, mentoring, and ongoing recognition for your achievements. We are looking for individuals who are driven to be successful, possess self-management skills, and are willing to learn.ย 

The role of a financial advisor involves meeting with people to put a plan in place to help them achieve their financial security and realize their dreams. As a professional, your service to the public is financial security planning. As a business person, you have to market and promote yourself in your community as any other professional service provider in order to meet potential clients. Withย Desjardins Financial Security Independent Networkย we provide you a business model that is balanced between independence and team support.

With our highly competitive and unique performance-based compensation structure, you can achieve unlimited earnings you work so hard for.ย This is an excellent opportunity for an individual that is results oriented and wants to earn above average income and be generously rewarded for their efforts.ย A career as a financial advisor offers you flexible work hours, varied tasks, freedom to choose clients and areas of professional development in which you wish to specialize

ย 

About You

You are an ambitious, entrepreneurial, and results-driven individual. Have a great attitude, are sociable and dedicated to serving your clients in their best interest and you always consider the facts objectively and carefully before arriving at a conclusion. You are considerate, able to build and maintain client relationships and love helping people by providing advice and solutions to meet their goals and dreams to achieve financial security. ย 

Competencies

  • Track record in a direct sales, retail, or customer service environment
  • Willing to obtain licence(s) and pursue training/professional development as required
  • Ability to network, utilize social media to source, generate and acquire new client leads
  • Meet and exceed both individual and team sales targets
  • Capable of working independently and in a team environment
  • Professional appearance and demeanor
  • Act as a brand ambassador representing Desjardins professionally and in accordance with company's value proposition.
  • Strong desire to be your own boss

Our Offer

As an organization we recognize how important effective and thorough training is to becoming a successful business professional. We offer comprehensive training that takes place in the financial centre and in the field. We also offer our multi-phase home office training program delivered to you by training specialists. Our key training goal is to ensure that you will have a high level of competency in providing financial advice to your clients.

  • License preparation program, including case studies, workshops and exam preparation session
  • Pre-contract and continuing training to become competent and self-sufficient in prospecting, marketing concepts, and sales approaches
  • Technology platform support for the first 3 years;ย no desk fees, back office, internet, telephone or administrative fees
  • Career Development Support & Resources: coach/mentor, field manager, a team of specialists at your disposalย 
  • Ongoing professional development, continuing education credits, initiatives and resources leading to professional designations that will help you realize your potential
  • Immediate vesting and ownership of your client base and your book of business
  • Advanced technology: access to tools, resources, and technical assistance if needed seven days a week; almost everything is done electronically
  • A complete portfolio of investment/mutual fund and insurance companies (including all major banks); no proprietary product requirement.

We have a highly motivated management and training team with over 80 years of combined experience in developing successful financial advisors from a variety of occupational backgrounds. Our core value proposition is to provide Canadians with sound comprehensive financial advice through our well trained and professional financial advisors.

Today,ย Desjardins Groupย is the largest financial cooperative in Canada, ranked the second strongest financial institution in the world byย Bloombergย (2014).ย Desjardins Financial Security Independent Network (DFSIN)ย is a national network of financial advisors specializing in life and health insurance and investments. Together with its counterpartย SFL Partner of Desjardins Financial Securityย in Quebec and New Brunswick, the network has more than 1,800 financial advisors present in almost all parts of the country. It is the preferred distributor of products and services forย Desjardins Insurance. More information onย www.dfsin.ca.

We thank all the Applicants, however, only those under consideration will be contacted. Desjardins Financial Security Independent Network is an Equal Opportunity Employer.

Employment Type: Full Time