Investment Services Coordinator

1 day ago


Vancouver, British Columbia, Canada Disability Solutions Full time

We are looking for a highly skilled Investment Services Coordinator to join our team at Disability Solutions. In this role, you will be responsible for providing support to transitioning Financial Advisors/Agents and their teams.

Responsibilities:
  • Assist in the coordination of transition activities, including training sessions, branch visits, and operational activities;
  • Develop and maintain relationships with Financial Advisors/Agents, their support staff, and internal stakeholders;
  • Communicate effectively with advisors and their teams to ensure a smooth transition experience;
  • Identify areas of improvement and implement process enhancements to optimize operational efficiency;
  • Work collaboratively with the National Sales team to achieve business objectives;
Education and Experience:
  • Post-secondary diploma or degree in a related field;
  • 3 or more years' experience in the Investment Brokerage or Financial Services Industry;
Travel Requirements:

Travel may be required up to 50% of the time, depending on business needs.



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