Financial Services Representative
4 weeks ago
About the Role
We are seeking a highly motivated and personable Financial Services Representative to join our well-established Private Wealth Practice. As an Associate Investment Advisor, you will work closely with our Senior Investment Advisor and Financial Planner to help manage client portfolios and develop new business opportunities.
Key Responsibilities
- Assist in further growing the practice through personal contact with clients to support their needs, assist with their portfolio management, and uncover new business opportunities.
- Provide exceptional service experiences for clients, growing within the position and expanding your career within the Practice over several years.
- Design and provide detailed financial strategies for members, including retirement, education, asset allocation, and risk management.
- Collaborate with colleagues to provide a diverse and supportive financial partnership with individuals and families, increasing their financial well-being.
- Build a portfolio of clients by pursuing and establishing relationships and business contacts, committed to supporting the Senior Investment Advisor.
- Generate reports and administer ongoing reporting and business development and administration for the Senior Advisor's team.
- Work closely with Branch teams to explore and grow client/member solutions and opportunities.
Why Work with Us
We encourage balance, growth, and ongoing personal wellness, which we believe translates to satisfying and impactful results for clients and our team. At YNCU, your career goals and personal growth are a priority. We work with your strengths and ambitions as an employee and strive to create opportunities to build your career at a pace that you are comfortable with.
What We Offer
- A competitive salary and incentive pay.
- Banking benefits and a competitive vacation offering.
- Several wellbeing resources and a generous pension structure.
- Optional benefits, training and development offerings, and discounted employee rates.
Requirements
- Current accreditation and good standing in Canadian Securities Course (CSC), Conduct and Practice Handbook (CPH), or willingness to acquire these accreditations.
- Successful completion of Wealth Management Essentials and Certified Financial Planner (CFP) designation or willingness to complete.
- Financial Services and/or Brokerage industry experience is required, though experience in a similar sector would be considered.
- Strong computer and software literacy, including all Windows applications and the ability to learn new platforms and software easily.
- Proven success working in a fast-paced, high growth environment.
- Client-centered and driven by the need to make a difference for people in a meaningful way through genuine conversations, active listening, and empathetic understanding.
- Must be bondable.
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