Wealth Sales Assistant
2 weeks ago
Wealth Sales Assistant – GP Financial ServicesThis position is responsible for working closely with the Senior Wealth Advisor, to create sales opportunities and support new and existing relationships. They will assist in growing and managing the Advisory Practice by providing effective client service and contributing to business development activities. This position provides administrative and office support services to the Senior Advisor. Key Responsibilities Provide proactive client service with a problem-resolution focus and attention to detailsLiaise with various departments for execution, where necessary.Respond to client account inquiries and remain accountable to follow-up, as required.Help build and execute business plans, client segmentation, and client service plans.Use in-depth knowledge of products and services to identify new opportunities within the existing client baseCoordinate/Participate in client meetings and events with the Investment Advisor and clients/prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work.Maintaining a good understanding of client profiles and corresponding investment strategiesPrepare, analyze, and present reports and recommendationsAssist the advisor in developing investment and financial plansProactively recommend team and business process improvementsAdhering to regulatory policies by staying up to date with all industry rulings and policiesEnsuring all client interactions are accurately documentedSupport Advisor with both conventional and digital marketing programs, including the development, approval, and implementationSupporting practices to ensure administrative processes are streamlinedFacilitating a culture of open and honest communicationActively participating and contributing to team meetingsEncouraging the generation of new ideas and approachesSharing knowledge and experience to enhance the development of all team membersIdentify and execute opportunities among existing client base for asset consolidation, referrals, etc.Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.Other duties as assigned Knowledge, Skills & Attributes Excellent written and verbal communication skillsAnalytical and problem-solving skillsStrong organizational and time management skillsGrowth-oriented with ability to take initiative and work independentlyUnderstanding of industry and firm compliance regulationsRelevant sales and marketing and communication experienceExcellent customer service and community involvementPassion for putting clients first Education and Experience Requirements Relevant industry experience preferred Other preferred education Post-secondary education in business, accounting, or financeCanadian Securities Course (CSC), Conduct and Practices Handbook (CPH)Life Licensed or willing to be Life Licensed The successful candidate will benefit from the following:· Opportunity for career progression into a Wealth Advisor role· On-going training, coaching and education· A pleasant and professional working environment· Base salary plus bonus program For more information on GP Financial Services please visit their website at: https://www.gpfinancial.ca
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Wealth Sales Assistant
2 weeks ago
Regina, Canada Aviso Wealth Full timeWealth Sales Assistant – GP Financial ServicesThis position is responsible for working closely with the Senior Wealth Advisor, to create sales opportunities and support new and existing relationships. They will assist in growing and managing the Advisory Practice by providing effective client service and contributing to business development activities....
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Wealth Sales Assistant
1 week ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeDescriptionWealth Sales Assistant – GP Financial ServicesThis position is responsible for working closely with the Senior Wealth Advisor, to create sales opportunities and support new and existing relationships. They will assist in growing and managing the Advisory Practice by providing effective client service and contributing to business development...
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Wealth Sales Assistant
2 weeks ago
Regina, Saskatchewan, Canada Aviso Wealth Full timeDescriptionWealth Sales Assistant – GP Financial ServicesThis position is responsible for working closely with the Senior Wealth Advisor, to create sales opportunities and support new and existing relationships. They will assist in growing and managing the Advisory Practice by providing effective client service and contributing to business development...
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Wealth Management Assistant
2 weeks ago
Regina, Canada Banque Nationale du Canada Full timeA leading Canadian financial institution is seeking a Wealth Associate in Regina to support investment advisors and deliver outstanding customer service. The candidate will manage client files, conduct financial transactions, and ensure compliance with risk management rules. With a focus on professional growth, the position offers a hybrid work model and...
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Sales Assistant
3 weeks ago
Regina, Canada SRS Property Mgmt Corporation Full timeEducation: Secondary (high) school graduation certificate - Experience: Experience an asset **Tasks**: - Operate computerized inventory record keeping and re-ordering systems - Estimate or quote prices, credit or contract terms, warranties and delivery dates - Greet customers and discuss type, quality and quantity of merchandise or services sought for...
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Wealth Management Assistant: Client Service
2 weeks ago
Regina, Canada National Bank of Canada Full timeA leading Canadian bank is seeking a Wealth Associate to provide exceptional support to investment advisors. The role involves superior customer service, managing financial transactions, and updating client files. Candidates should have a diploma in a related field, two years of experience in banking or finance, and knowledge of Microsoft Office. The bank...
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Cobs Bread
2 weeks ago
Regina, Saskatchewan, Canada COBS Bread Full timeDescriptionShare in something more with a career at COBS Bread2024 Top 50 Best Workplaces in Canada ™ by Great Place to WorkBC bakeries only: must disclose salary rangeOur RoleWhen you work with COBS Bread, you’re part of a workplace that is committed to providing you with an experience that will help you rise to any occasion. We’re here to encourage...
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Administrative Receptionist/ Sales Assistant
1 week ago
Regina, Canada Robinson Residential Design Inc. Full time**Job Title**: Administrative Receptionist/ Sales Assistant - Building a Great Team of Great People providing a Great Customer Experience_ Are you ready to be a part of something amazing? At Robinson Residential Design Inc. in Regina, SK, we believe that exceptional homes begin with exceptional teams! We’re looking for an enthusiastic **Administrative...
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Cobs Bread
1 week ago
Regina, Saskatchewan, Canada COBS Bread Full timeDescriptionShare in something more with a career at COBS Bread2024 Top 50 Best Workplaces in Canada ™ by Great Place to WorkBC bakeries only: must disclose salary rangeOur RoleWhen you work with COBS Bread, you’re part of a workplace that is committed to providing you with an experience that will help you rise to any occasion. We’re here to encourage...
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Administrative Assistant Sales
2 weeks ago
Regina, SK SN X, Canada APEX Active Entertainment Group Full timeCrazy Ape Extreme EquipmentRegina, SKCrazy Ape Extreme Equipment is a premier domestic manufacturer of high-performance sporting equipment trusted by elite athletes, celebrities, and performers worldwide. Our cutting-edge products—including Olympic and custom trampolines, ninja courses, and technical crash pads—are engineered for extreme environments and...
