Associate Financial Advisor

6 days ago

Vancouver BC, Canada Luft Financial | iA Private Wealth Full time

Your RoleOur team at Luft Financial continues to grow.Our partners have worked together for over a decade and built a client centric team. We strive to put our clients’ goals first when implementing their financial plans. The team we have put together is the core differentiating factor and we are only as good as our people.The successful candidate will strive to build on this long-term relationship and will excel in a team based environment. The role operates within the office in Vancouver. The office is a fast-paced environment with multiple demands. Some flexibility of work location is available to the right candidate. We are looking for a team member who wants to be mentored and grow professionally with our team. The role is in a constantly changing environment with multiple demands and requirements.You are the type who thrives in this environment, embraces it and adds to our culture of putting our clients first.The Associate's primary role is to work closely with the team providing a prestige level of service to our clients.You want to help people achieve their goals in an environment unbiased by proprietary sales.What will you do?The Licensed Associate’s primary focus is to assist the team in the day-to-day administration of the business.You will be required to support more than one advisor and lead administrator on the team.you will be expected to regularly interact with clients by phone, email or in person.LocationVancouver BC IN OFFICEDescriptionDelivers a high level of client service by:· Completion of account opening and updating of account applications for clientsOnboarding new clients: collect and document informationUpdating existing clients/KYC updates· Booking reviews with clients and advisory team members· Updating and prepare financial plans including gathering client details, presenting scenarios· Supporting advisor with the production of reports to review client portfolios and ensure alignment with riskprofile and applicable investment programs· Entering client trades as directed by client and/or advisor or portfolio manager· Staying up-to-date with regulatory rules and trading activities regarding client accounts Ensures effective client administration by:· Following up with clients on missing documentation as per industry regulatory requirements· Maintaining client files and information · Ensuring daily trades and system account entries are timely and accurate· Responding to client inquiries in a professional and responsive manner· Resolving issues and implementing client transactions expeditiously and accurately · Issuing instructions for client withdrawals, deposits, swaps and transfers· Ensuring all client interactions are accurately documented in our CRM· Understanding the required documentation for all client account types· Identifying opportunities to acquire additional assets and/or increase revenue with existing clients· Developing, distributing and maintaining information and marketing materialsSupports the growth of the advisor business by:· Assisting in idea generation· Preparing, analyzing and presenting reports, marketing concepts, insurance plans, annual trading summary, · Recommending ways to provide additional value to clients and increase office efficiencies Contributes to the effective functioning of the team by:· Building effective working relationships across the team and with corporate head office· Maintaining a high level of client service standards· Facilitating a culture of open and honest communication· Actively participating and contributing to team meetings· Encouraging the generation of new ideas and process improvements· Actively sharing knowledge and experience to enhance the development of all team members· Committing to professional development RequirementsQualifications Proficient in English (written and Oral)Further your training on Croesus, Compass ( imost, netrep) to mastery levelSalesforce CRM to follow advocate service for those clientsComprehensive Financial Planning using NaviplanMicrosoft Office (Excel, word, Powerpoint, outlook, teams) and computer savvy Canadian Securities Course (CSC): completed or willing to enrolConduct and Practices Handbook course (CPH): completed or willing to enrol.Registered Representative preferred or IR at a minimum or willing and able to be licensed in one year Post-secondary education preferredCIM/CFP/CFA: preferred or enrolled but not requiredIndustry experience is preferred but we will train the right candidate.DETAILS· Full-time employee , competitive starting salary plus future revenue share· Work with a high-performing team in our Vancouver office· Monday to Friday position email your resume to client.services@iaprivatewealth.ca

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