Client Relationship Associate
1 week ago
**Overview**
We are seeking a dedicated and client-centric Client Relationship Associate to join our thriving independent wealth management team in North Bay, Ontario. This role offers a unique opportunity to work in a top-tier practice. We are committed to the long-term financial wellness of our clients by making the complex simple with tax-efficient financial plans.
**EXPERIENCE AND QUALIFICATIONS**:
- Must be licensed in mutual funds.
- Insurance license is a plus; willingness to obtain is required.
- CFP designation is preferred—willingness to work towards is expected.
- Bilingual.
**DUTIES AND RESPONSIBILITIES**:
- Manage client service strategy, including booking appointments with existing clients.
- Collaborate on comprehensive, personalized financial plans tailored to individual client needs.
- Foster strong client relationships with a focus on long-term financial success.
- Collaborate with team members to deliver exceptional service and advice.
**ADDITIONAL NOTES**:
**Our Practice Ethos**:
- Client-centric approach with a focus on long-term financial wellness.
- Making the complex simple.
**Compensation & Benefits**:
- Salary**:$60,000+**:
- Performance-based bonuses.
- Car allowance.
- Comprehensive benefits package.
- Succession opportunities based on performance and fit.
**We thank all applicants but only those selected for an interview will be contacted.**
Pay: $60,000.00-$110,000.00 per year
**Benefits**:
- Company car
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Work from home
Work Location: Hybrid remote in Nipissing, North, ON P1B 2Y5
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