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Bloom Wealth is Hiring

Bloom Wealth is hiring!

Our financial services firm is dynamic and growing. We have an immediate need for a Financial Advisor to join our team in Halifax, NS.

What are we looking for? 

Our team takes great pride in the relationships we have with our clients.  Keeping our clients’ very best interests in mind are at the heart of our work each day. Our team is professional, personable and methodical in every aspect of our work.

Do you have a dynamic, charismatic personality with natural ability to build trusting relationships? Can you immediately fold into a positive client service team and create exceptional client experiences and relationships? Are you analytical by nature with a natural curiosity to uncover and solve problems and dream big? Do you have meticulous attention to detail and unwavering reliability?

The best companies know that in order to “bloom”, you must create a culture of individuals who are engaged and motivated! We pride ourselves on providing a respectful, fun and high-performing environment where you enjoy coming to work as part of a supportive team.

We are looking forward to meeting the next member of our Bloom team!

Key Responsibilities:

  • Develop an in-depth understanding of company operations and client service related to insurance and investments
  • Transition into new business development over time
  • Coordinate with banks, insurance and investment companies on behalf of clients and senior advisors
  • Coordinate effectively with clients and suppliers on renewals and transactions as part of our client service team
  • Conduct ongoing financial analysis for individual and corporate clients
  • Build and maintain strong client relationships with individuals, families and business owners
  • Work with senior advisors and our network of influence to identify client needs and ability to assist in creating personalized financial strategies and solutions
  • Exceptional tracking of client deliverables with unparalleled attention to detail and follow through to ensure client satisfaction

Ideal Candidate:

  • Goal-oriented mindset with a natural curiosity to uncover and solve problems
  • Analytical by nature
  • You own problems through to resolution; demonstrate the ability to make sound and timely decisions, applies analytic/systematic reasoning to positively impact results, organizational performance, and the customer experience
  • Dynamic, charismatic personality with strong relationship-building skills, focused on providing exceptional client experience to growing and long-standing client relationships
  • Knowledgeable and general interest in market trends, economic conditions, and the regulatory environment
  • Understanding, compassionate, and deeply committed to your work
  • Unparalleled attention to detail, organizational skills and follow through
  • Highly motivated individual who works well independently and as part of a team
  • Strong coordination skills who works well with a highly engaging client service team
  • Exceptional written and verbal communication skills
  • You do what is right and work with the highest level of integrity

Qualifications:

  • Ideally possess a post-secondary education and CFP, CPA, MBA considered an important asset for this role (Willingness to obtain designation)
  • Experience in personal and corporate tax ideal but not required
  • Experience in insurance and investment administration ideal
  • Ideal (but not required) Life, Accident & Sickness and Mutual Fund licensed (Willingness to obtain licensing)

Starting Salary and Benefits:

  • Competitive base salary: $90,000 annually
  • Benefits (100% covered minus LTD)
  • Yearly bonus opportunities
  • Commission opportunities
  • Cell phone/cell phone plan
  • Vacation approximately 4 weeks per year

If you are passionate about finance, eager to learn, and have the drive to succeed, we would love to hear from you.

Please send your resume along with a cover letter describing how your experience relates to this position while highlighting the unique value you would bring to our team.

Apply directly to:

Anna Hounsell

Executive Director & Principal, Bloom Wealth Inc.

Subject: Financial Advisor Position

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APPLICATION DEADLINE: August 6, 2024

Note: *All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, we will only contact leading candidates whose skills and qualifications closely match the requirements of the position.

Who is Bloom Wealth Inc.?

Bloom Wealth Inc. is a full-service financial services firm serving clients throughout Atlantic Canada and across Canada, from our offices in Halifax and Corner Brook. We pride ourselves on being a family-oriented, boutique financial services firm.  We are exceptionally attentive to our clients and driven by our commitment to provide first-class advice in a friendly and comfortable atmosphere.

We are driven by a mantra of care, trust, and growth for our team, business, and community.  Our knowledgeable advisors are experts in their field and collaborate constantly to ensure our clients are receiving the most practical and well-rounded advice available.

We are committed to making a difference in our communities. We passionately believe in planning for and protecting our client’s families and businesses so that they can focus on what’s important to them.

Insurance products (including segregated funds) are offered through multiple insurance carriers.

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