Career Development Specialist

4 days ago


Greater Halifax Metropolitan Area, Canada Summit Search Group Full time

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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