Energetic Banking Professional
4 weeks ago
We are seeking a highly motivated and organized individual to support our top producing Financial Planner in meeting sales objectives. The ideal candidate will be responsible for providing administrative services, including client contact management, relationship development, and office routine management.
Key Responsibilities:- Provide superior responsive service to clients through telephone, email, and fax requests
- Execute and deliver client transactions and requests efficiently
- Familiarize yourself with key referral sources and maintain strong organizational awareness
- Demonstrate personal commitment to up-to-date skills and knowledge
- Sales-oriented, self-motivated, and able to thrive in a fast-paced environment
- Strong problem-solving skills, sense of urgency, customer service, listening, understanding, achievement/motivation, teamwork, and co-operation
- Excellent communication and business writing skills
- Resourcefulness, ability to work independently, and extreme organization with multi-tasking and prioritization skills
- Energetic team player with attention to detail and strong computer skills in Microsoft Office
- A comprehensive Total Rewards Program, bonuses, flexible benefits, and competitive compensation
- Leaders who support your development through coaching and managing opportunities
- A collaborative dynamic culture that recognizes personal initiative and hard work
The salary range is based on national averages for similar positions in Canada. This figure is an estimate and may vary depending on location, experience, and other factors.
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Exceptional Banking Professional
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