Advisor Associate

O’Farrell Financial Services Inc. is looking to hire an Advisor Associate. This position involves working alongside a Financial Advisor as their Associate.

Responsibilities include taking client phone calls, preparing files for client meetings, and completing forms and applications.

The ideal candidate will have the following skills and experience:

• Experience and/or education in the financial industry is an asset (Bachelor of Commerce, Life Insurance and Mutual Fund Licensed an asset)
• Excellent written and oral communication skills
• Effective telephone techniques and calendar scheduling
• Ability to prioritize multiple tasks; ability to plan and organize work; meet deadlines
• Proficiency in math is an asset
• Able to work in a fast-paced environment
• Ability to learn multiple forms, documents, and procedures
• Proficient in using Outlook, Microsoft Word, and Excel
• Highly organized
• Detail oriented
• Client service oriented

The ability to travel among our five office locations is required. Advisor Associates may be required to work out of different locations from time to time.

Resumes and cover letters can be emailed Attn: Alexandra Zewuster    future@ofsi.ca

For assistance with job search and application preparation, unemployed individuals are invited to register with CSE Consulting. For more information about the benefits of registering with CSE, please contact us in Kemptville at 613-258-6576 or in Prescott at 613-925-0222.