Wealth Sales Assistant
4 weeks ago
We are seeking a highly skilled and motivated Wealth Sales Assistant to join our team at Aviso Wealth. The successful candidate will be responsible for providing exceptional client service and support to our Wealth Consultants and Senior Investment Advisors.
Key Responsibilities:- Assist in growing and managing the Advisory Practice by providing effective client service and contributing to business development activities.
- Provide administrative and office support services to the Credential Securities Inc. Wealth Consultants/Senior Investment Advisors.
- Coordinate/participate in client meetings and events with the Investment Advisor and clients/prospects.
- Provide proactive client service with a problem-resolution focus and attention to details.
- Liaise with various departments for execution, where necessary.
- Relevant industry experience.
- Post-secondary education in business, accounting, or finance.
- Canadian Securities Course (CSC).
- Conduct and Practices Handbook (CPH).
- Wealth Management Essentials (WME).
- Must complete Registered Representative Training (RRT) and registered with IIROC within 12-18 months if not currently registered.
- Life Licensed or willing to be Life Licensed.
Credential Financial Strategies Inc. offers financial planning, life insurance, and investments to members of credit unions and their communities. We are a registered mark owned by Aviso Wealth Inc. and are used under license.
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