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Financial Services Coordinator
2 weeks ago
We are seeking a skilled and motivated individual to join our team as a Wealth Planning Associate.
About the Team:Our team provides invaluable support to our sophisticated and highly respected team of Wealth Advisors.
We value collaboration, learning, development, accountability, and client excellence in every way.
Key Responsibilities:- Support Wealth Advisors to deliver first-class financial planning and strategic wealth management services to our clients.
- Manage client relationships and partner with various internal teams to execute.
- Deliver high-quality client service with rapid resolution of queries.
- Engage in ongoing learning and development to improve skills and knowledge.
Requirements:
- 3+ years' related work experience in a client-facing role at a wealth management firm with exposure to investment, financial planning, and insurance planning.
- Canadian Securities Course (CSC).
- Excellent written and verbal communication skills.
- Demonstrated ability to work with numbers with an analytical mindset.
