Financial Advisor Assistant

3 months ago

Oakville, Canada WSC Financial Solutions Inc. Full time

**Who are we?**

WSC Financial Solutions is a multi-advisor corporation associated with Sun Life Financial, located in Oakville, Ontario. We are a 15-member team, specializing in financial planning, wealth management and insurance strategies. Our clients include higher net worth individuals and families, business owners, professionals, and group insurance clients. Our focus is client-centric and framed by a belief in financial planning, regular reviews, and ongoing client touch points. We care about our client experience and our team which make it all possible.

**Who are you?**

You have experience in the financial services industry and are well-versed in the fields of insurance, wealth and financial planning. Helping clients comes naturally to you. You complete each task with attention to detail and care for a positive impact. You are naturally curious, resourceful, and you enjoy the accomplishment of getting things done. A positive work culture, inclusive team, and a healthy work-life balance are all important to you.

**What do you bring?**
- A minimum of 3 year’s experience in wealth and insurance administration.
- Familiarity with terms, processes, knowledge of account types, and the range of products and solutions offered in a fully holistic practice.
- Experience in providing excellent Customer Service with a helpful attitude.
- Strong communication skills (written, telephone and in person)
- High level of professionalism and are comfortable interacting with high-net-worth clients.
- Strong organizational skills: ability to prioritize, multitask, work within time constraints and follow-up in a fast paced, high-volume practice.
- Work well with others and enjoy contributing to a team environment.
- Mutual Funds license strongly preferred.
- Insurance License (LLQP) preferred but not mandatory. We value your experience.
- Skilled with PC, Microsoft Office; Salesforce knowledge an asset.

**What would you be doing?**

Core responsibilities will include:

- Assisting with meeting preparation and post-meeting tasks.
- Attending client meetings with advisors and taking meeting notes.
- Managing accurate entry, processing and follow up of both insurance and wealth transactions including opening new accounts, executing transfers, redemptions, and deposits for both nominee and client held accounts.
- Oversight of all client forms including prefilling information, managing signature completion, and ensuring accuracy of fund codes and fee structures.
- Communicating with Sun Life and third -party offices
- Understanding and managing compliance and regulatory requirements
- Participating in regular team meetings
- Contributing to improving processes

**Hybrid Working model and 4.5-day work week**:
Currently our team works in the Oakville office from Tuesday through Thursday and remotely on Mondays and Fridays. We also offer a 4.5-day work week with Fridays afternoons off. A healthy life-work balance is highly encouraged at WSC.

**Benefits and Bonus**:
We offer a full benefit employee package, an Employee Assistance Program, and a Health Spending Account and voluntary RRSP match. This is a full-time position with an additional annual bonus program.

**Job Types**: Full-time, Permanent

Pay: $55,000.00-$65,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Work from home

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

**Experience**:

- Financial services: 3 years (preferred)

Licence/Certification:

- Mutual Funds License (preferred)

Work Location: Hybrid remote in Oakville, ON

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