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Wealth Specialist
2 months ago
Responsibilities:
- Prospecting - outbound wealth clients
- Manage and maintain customer accounts, ensuring accuracy and completeness of financial information
- Utilize mathematical skills to analyze financial data and provide insights and recommendations
- Provide exceptional customer service by building and maintaining strong relationships with clients
- Conduct research to gather relevant information and stay up-to-date on industry trends and best practices
- Collaborate with cross-functional teams to develop and implement strategies for improving customer satisfaction
**Skills**:
- Designation CFP, CLU, CHS (not necessary but recommended)
- Strong account management skills, with the ability to handle multiple accounts simultaneously
- Proficiency in mathematics and financial analysis, with a keen attention to detail
- Experience in the financial services industry, with a solid understanding of financial products and services
- Excellent customer relationship management skills, with the ability to effectively communicate and build rapport with clients
- Strong research skills, with the ability to gather and analyze data to support decision-making
Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of responsibilities, skills, qualifications, or working conditions associated with the role.
**Salary**: $50,000.00-$70,000.00 per year
**Benefits**:
- Dental care
- Disability insurance
- Extended health care
- Flexible schedule
- On-site parking
- Paid time off
- Wellness program
Schedule:
- Monday to Friday
**Experience**:
- financial planning: 1 year (preferred)
Licence/Certification:
- CFP (preferred)
Ability to Commute:
- Mississauga, ON L5B 3C2 (required)
Ability to Relocate:
- Mississauga, ON L5B 3C2: Relocate before starting work (required)
Work Location: In person
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