Junior Financial Advisor Associate
2 days ago
**Key Responsibilities**:
A) Prepare and maintain client records
- Appointment preparation - ensure clients’ insurance and investment documents are up to date
- Follow up to obtain documents/information necessary to update client planning
- Booking appointments with clients
- Update client’s records in CRM
B) Prepare recommendations
- Research and prepare insurance planning recommendations
- Prepare and update investment and retirement planning recommendations
- Review and update estate planning recommendations
C) Implement recommendations
- Order underwriting requirements and follow-up
- Coordinate and expedite with new business case coordinators and update advisor on pending cases
- Follow up with clients to ensure outstanding requirements are collected
- Prepare suitability/reason why letters in accordance with the agreed recommendations
- Ensure all compliance paperwork is in order
- Maintain up to date and accurate filing of documents and correspondence
D) Client servicing
- Deal effectively with queries from clients
- Timely follow up with clients and insurance companies to complete insurance and investment servicing requests
- Effectively handle servicing items requiring escalation and attention
E) Marketing assistance
- Maintain and update client contacts and records in CRM
- Manage opportunities and leads
- Update educational presentation materials
F) Standard Operating Procedures
- Build and maintain standard operating procedures
**Requirements**:
- Insurance (LLQP) licensing required or able to obtain before starting position
- 2-3 years financial planning experience or equivalent undergraduate education in finance/financial planning
- Knowledge of insurance and segregated funds products considered asset
- Strong English verbal and written communication skills
- Cantonese and Mandarin speaking skills preferred
- Strong computer skills, ease and comfort in using Microsoft Excel formulas and functions, Outlook, Powerpoint, and Word
- Self-starter, ability to work independently and complete tasks without supervision
- Excellent attention to detail
**Your personal values**:
- **Excellent Communicator** - you are professional, efficient and effective in conveying information in business writing, phone call, and interactions with others
- **Approachable** - You are empathetic and enjoy collaborating with clients to come up with solutions for their goals and concerns
- **Attention to detail**- you are thorough and accurate in completing your tasks and you are good with numbers
- **Organized and reliable** - you are effective in prioritizing multiple tasks to completion and you complete what you set out to do
- **Positive and growth mindset** - you embrace change and want to keep learning and growing in your skillset and mindset
**Job Types**: Full-time, Permanent
Pay: $50,000.00-$65,000.00 per year
Additional pay:
- Commission pay
**Benefits**:
- Extended health care
- Flexible schedule
- Paid time off
- Work from home
Schedule:
- Monday to Friday
**Education**:
- Bachelor's Degree (preferred)
**Language**:
- Cantonese or Mandarin (preferred)
Licence/Certification:
- LLQP (preferred)
**Location**:
- Greater Vancouver A, BC (required)
Work Location: Remote
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