Associate - Financial Services Professional
6 days ago
We are seeking a highly skilled and motivated individual to join our team as an Associate in our Wealth Management division. As an Associate, you will play a key role in providing exceptional client service and support to our clients and Advisor team.
Key Responsibilities- Maintain existing client accounts and identify opportunities to contact clients, ensuring timely and accurate management of client relationships.
- Respond to client inquiries in a professional and timely manner, providing clear and concise information on account transactions, requests, and documentation.
- Effectively manage incoming communications from clients, Advisors, and other internal and external partners, ensuring seamless coordination and follow-up.
- Coordinate and prepare meetings for Advisors with their clients/prospects, leveraging your passion for planning and attention to detail.
- Become well-versed in internal controls and industry regulatory requirements, ensuring accurate and compliant client files and documentation.
- Support the Advisor team and client through the Wealth Management process, maintaining an audit of Wealth Management Activities and priorities.
- Candidate must have a strong understanding of financial services and regulations, with a focus on wealth management.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong organizational and time management skills, with the ability to prioritize tasks and manage multiple projects.
- Proficiency in Microsoft Office Suite and other business applications.
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certification.
- A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
- Leaders who support your development through coaching and managing opportunities.
- An opportunity to make a difference and have a lasting impact on the lives of others.
- A dynamic, collaborative, progressive, and high-performing team environment.
- A world-class training program in financial services.
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