Client Experience Lead and Event Planner
1 week ago
**Job description** This posting is for a Client Experience Lead & Event Planner. Innova is looking for a new part-time team member who would focus on the client experience and assist in coordinating regular events. - media savvy, and a party planner with a good eye for detail and a love for good food and wine **About Us**: Innova Wealth Partners is a financial advisory firm that specializes in a 360° analysis of our customers’ financial profiles, including investments, insurance, estate and retirement planning, taxes, bookkeeping, and mortgages. As independent financial generalists, we offer specialized products and exceptional customer service while maintaining our “Big City Expertise, Small Town Service” standard. One of our greatest achievements thus far is the launch of the first private pooled fund in Northern Ontario, wholly run and operated by Northern Ontarian portfolio managers who were born and raised in Sudbury. This fund provides access to investment products that are not available to average investors and improves the local investment opportunities. Furthermore, we also pride ourselves on our bilingual services which is a key feature of our northern communities. Our close-knit team of advisors support each other with a wide range of expertise to create comprehensive financial plans for our customers, leading to more than $300 million assets currently under management. We are now looking to welcome new team members who wish to build their careers in our dynamic and collaborative environment. **Key Duties & Responsibilities**: Specifically, we are looking for someone to help with: - Organizing Client appreciation events o Bringing in experts for cooking classes, wine tastings, etc., golf events, Kivi Park events, Toronto events including dinner + theatre. o We have hosted a wide variety of client events, and are always looking for something creative, fun, and that people will want to tell their friends about o We aim to do at least 1 in Toronto, 1 in Sudbury, and 1 virtual event per year, possibly more. - Client gifts o Coordinating gifts for major client life-events and milestones, such as: - Referral Thank-you’s - Client illnesses - The loss of loved ones, etc. - Birthdays & anniversaries - Years as a client with us - When they reach certain number of assets under administration - When their kids go to post-secondary, etc. - Researching and sourcing innovative gifts that go beyond traditional gift baskets - Personalized client reach outs o Call clients quarterly and chat on the phone, getting to know them and building their relationship with us, making sure they feel appreciated and listened to o Document key facts about the clients to help the advisors build the relationship further... "I hear your grandson is playing a lot of hockey these days", etc. - Coordinating quarterly investor seminars o Set schedules o Identify speakers o Promote online o Host in-person and virtual events, **Job Requirements and Qualifications**: - Preferably college or university educated - Strong spelling & good vocabulary - Comfortable with public speaking - Negotiating skills - Time management - French considered a strong asset Work Remotely - Yes **Job Type**: Part-time Part-time hours: 15 per week **Salary**: $22.00-$25.00 per hour Ability to commute/relocate: - Sudbury, ON: reliably commute or plan to relocate before starting work (required)
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