Careers

Careers at Hinkkala & Associates

We’re growing! Hinkkala & Associates is actively seeking experienced, self-motivated, and dynamic individuals who are looking for a new challenge in primarily remote roles.

Why work at Hinkkala & Associates? We’re a small and fun team that offers flexible work hours, a competitive compensation package and the opportunity to work with leading tax and investment partners.

Interested in any of our jobs? Send your up to date resume to reception@hinkkala.com

Associate Advisor (licensed)

Job Overview

Hinkkala & Associates is hiring an experienced licensed Advisor to help us keep growing. If you’re dedicated and ambitious, Hinkkala & Associates is an excellent place to grow your career. In this role you’ll work with our dedicated team and engage with clients to present services and products that align with their financial goals.

Remuneration is competitive and a combination of base salary and commissions.

While the role is primarily remote, there may be a requirement to work from the Nanaimo office from time to time.

Responsibilities for Associate Advisor

  • Serve as a point of contact between Hinkkala & Associates and clients
  • Learn and understand clients’ financial objectives, insurance coverage, investment, retirement planning and estate planning needs
  • Regularly checking in on clients to ensure they understand and remain satisfied with their solutions
  • Regularly monitor client progress toward achieving the client’s financial goals and objectives
  • Provide reports to clients, not less frequently than annually in each case, to keep the client informed on progress towards the client’s financial goals and recommended strategy changes
  • Regularly attend training sessions to stay up to date with regulatory or industry changes and requirements
  • Assist with marketing and communications to help grow our book of business

Qualifications for Associate Advisor

  • Licensed to sell insurance in at least one province – there will be an expectation to obtain licenses in other provinces, particularly BC, AB and ON
  • Is a member in good standing with their respective provincial licensing body
  • Minimum five years experience selling financial products and services
  • Bachelor’s degree preferred
  • CFP designation preferred
  • Able to travel to our Nanaimo office and other parts of Canada to serve clients (where appropriately licensed)
  • Strong written and oral communication skills

Administrative Specialist

Job Overview

Hinkkala & Associates is hiring an experienced Administrative Specialist to help us keep growing. If you’re dedicated and ambitious, Hinkkala & Associates is an excellent place to grow your career. In this role you’ll primarily support our licensed advisors to ensure that applications for insurance and other financial products are completed accurately and in a timely manner.

While the role is primarily remote, there may be a requirement to work from the Nanaimo office from time to time.

Responsibilities for Administrative Specialist

  • Obtain information and prepare complex applications for insurance and other financial products
  • Connect with clients to support information requests from our licensed advisors
  • Organize and prepare meeting schedules for advisors
  • Support the Office Manager to help solve clerical and administrative issues
  • Prepare presentation materials for use by others, editing content and adding appropriate graphic and design elements
  • Perform other administrative duties as required to support the mission and function of the business

Qualifications for Administrative Specialist

  • An associate degree (or equivalent) in office administration or a related field may be preferred
  • Minimum four years of experience in a similar function
  • Working knowledge of Microsoft Office Suite, including Word, PowerPoint, and Excel
  • Experience using business email services, such as Microsoft Outlook
  • Previous experience with, or an ability to learn to use common office equipment, such as modern phone systems, fax machines, and copy machines
  • Comfort multitasking and handling multiple requests from different individuals and departments
  • Ability to work quickly and in a potentially high-stress environment
  • Strong communication skills and extremely self-motivated when managing communication channels
  • Highly organized and capable of creating organizational systems that others easily utilize

Make an appointment to find the solutions that meet your objectives.