Relation Coordinator

2 weeks ago

Richmond, Canada GT Wealth 安加財稅 Full time

**Job Posting: Relation Coordinator / Relation Advisor** **Job Types**: Full-time, Permanent High-net-worth clients recognize us as the leading firm for estate planning, corporate tax savings, and the implementation of advanced financial tools. For this reason, we only hire the best — the most self-motivated, results-driven, and ambitious individuals who believe in "higher results, higher rewards." Our clients are successful business owners and top-tier professionals, and they demand excellence. To meet their needs, we have a team that delivers unparalleled service, knowledge, and comprehensive financial strategies. **What You Need to Do to Excel** - Learn the financial concerns and goals of affluent clients and how to bring awareness to them. - Understand how to attract affluent clients who will benefit from our top planners’ solutions. - Engage with affluent clients face-to-face at client events and meetings. - Schedule impactful meetings for affluent clients with our planners and assist planners in closing deals. - Track progress and provide detailed appointment recaps using our CRM system. **Who are We Looking for** - Winner Mindset: You strive for first place and don't settle for second. - Results-Driven: You know that higher results mean higher rewards. - Professional Presence: You present yourself well, both in person and in writing. - Ambitious: You seek promotions every year for the next five years. - Client-Focused: You enjoy interacting with affluent clients, both verbally and in writing. - Driven Learner: You’re hungry to learn, grow, and earn. - Action-Oriented: You listen, execute, and deliver results. - Big-Picture Thinker: You don’t get caught up in minors — the results are what matter. **Why GT Wealth?** - If you’re content being second-best, this is not the place for you. Our reputation speaks for itself — check our YouTube, Google, and Facebook reviews. - We provide only the best estate planning, corporate tax savings, and financial tools to affluent clients. - Demonstrate results, and you’ll have the opportunity to be promoted every year. - Within five years, you’ll have the chance to grow into a Relations Manager or a higher-ranking advisory role. - Our performance-based promotion system offers you the opportunity to earn an income that not much other roles can match in five years. - We listen to our team, recognize efforts, and celebrate wins. - If you’ve ever wanted to work directly with affluent, high-net-worth clients, this is your chance. - Work side-by-side with the top 0.01% planners known as the best in the industry. **Are You Ready to Leap?** If you’re serious about differentiating yourself from the average, this is your opportunity. Join a team where being "good enough" is never good enough. If you’re ready to be more capable, more successful, and more driven than the rest, then we want to hear from you. **Job Types**: Full-time, Permanent Pay: $48,000.00-$54,000.00 per year **Benefits**: - Dental care - Extended health care - Life insurance - Vision care Work Location: In person

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