Sales and Operations Coordinator
2 days ago
We are a reputable firm that offers tailored investment solutions to individuals and businesses across Canada. At the heart of our organization lies a commitment to excellence, customer satisfaction, and community involvement. Our goal is to build long-lasting relationships with our clients, providing them with peace of mind through our personalized approach. Whether it's wealth management, retirement planning, or estate planning, we have the expertise and resources to help you achieve your goals.
We believe in investing in our people and fostering a culture that promotes personal and professional growth. Our team is comprised of dedicated professionals who share our passion for delivering exceptional service and building trust with our clients. If you're looking for a dynamic and supportive work environment where you can grow and thrive, consider joining our team at Disability Solutions
We're currently hiring a Wealth Management Support Specialist in British Columbia to assist our financial advisors in delivering top-notch service to our clients. The ideal candidate will have a solid understanding of the securities industry and possess excellent analytical, communication, and problem-solving skills. A background in finance, accounting, or a related field would be an asset, but not required. Competitive compensation package: $45,000-$55,000 per year, plus benefits, bonuses, and opportunities for career advancement
Key Responsibilities:
- Develop and implement strategies to enhance client relationships and satisfaction;
- Collaborate with financial advisors to provide exceptional service and meet client needs;
- Monitor and analyze market trends and economic indicators to inform investment decisions;
- Communicate effectively with clients, colleagues, and external partners to ensure seamless execution of investment plans;
- Manage and maintain accurate records and reports related to client portfolios and investments;
Join our team today and take the first step towards a rewarding career in wealth management
At Disability Solutions, we prioritize diversity, equity, and inclusion, promoting a workplace culture that respects and values all individuals. We welcome applications from diverse candidates, including those with disabilities, Indigenous peoples, and members of racialized communities.
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