Career Development Specialist
4 days ago
About Summit Search Group
We are a leading search firm dedicated to connecting talented professionals with exciting opportunities in the financial industry.
Our client, a prominent player in the financial planning sector, is seeking an Associate Advisor to join their team in Halifax, Nova Scotia. This role offers a unique chance for career growth and development, with a focus on account management and relationship-building.
Key Responsibilities:
- Gathering and maintaining client data and information.
- Entering client details into financial planning tools and CRM databases.
- Supporting senior advisors and operations teams with administrative tasks and projects.
- Handling client inquiries and service requests while ensuring compliance with procedures.
- Developing sales and relationship management skills under the guidance of experienced professionals.
Requirements:
- A degree or diploma in Business or a related field.
- Possession of, or progress towards, CIM and LLQP designations.
- A strong desire for learning and professional growth.
- Excellent communication, interpersonal, and client relations skills.
- Strong analytical and problem-solving abilities with attention to detail.
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