Associate Financial Advisor

7 days ago

Calgary Alberta DJ, CA Infotree Global Solutions Full time

Job Title: Account Manager

Location: Calgary, AB T2P 1B9 (Hybrid/3 days per week in the office)

Duration: 06 Months Contract on T4 (possibility of extension or temporary to permanent)


Your Role:

• Understand the structure, procedures, and systems used by Bank and its support sectors.

• Establish and maintain strong client relationships by coordinating efforts with various internal services and divisions of Bank.

• Ensure a high level of customer service is maintained with clients by keeping them informed of all new developments, products, and services related to their business needs.

• Ensure prompt and complete resolution of all client issues and recommend improvements to policies and procedures to continually enhance our service delivery.

• Act as a liaison with various operational sectors of Bank to ensure tasks are carried out proactively and in a timely manner.

• Organize regular meetings with clients, document ongoing operational and service issues regarding the client and Bank, investigate, track, and resolve.

• Provide clients with advice on Bank policies, procedures, and training that directly impact their firm.

• Provide process improvement recommendations that will enhance the overall business relationship with clients.

• Professionally represent Bank at client meetings and professional events.


Your Team:

The Account Manager is part of a dynamic team known for exceptional collaboration in an environment that fosters personal growth. You will have the opportunity to learn and develop within a team that values customer satisfaction, performance, and innovation. We aim to provide maximum flexibility in your work to enhance your quality of life. This includes hybrid office and remote work, flexible work hours to balance professional and personal life, and flexible leaves at critical times.


Prerequisites:

• University degree with at least two years of experience in a brokerage or service role

• Canadian Securities Course (CSC) is a definite asset.

• Knowledge of regulatory aspects of the industry.

• Proficiency in Microsoft Office

• Autonomous and able to work independently and in a team.

• Highly motivated and enthusiastic individual with a positive attitude, capable of working in a high-volume, fast-paced environment.

• Strong interpersonal skills

• Strong oral and written communication skills

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