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Relationship Associate

1 hour ago

Richmond, British Columbia, Canada GT Wealth 安加財稅 Full time

High-net-worth clients recognize GT Wealth 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 and identify the financial concerns, priorities, and long-term goals of affluent clients, and effectively bring awareness to key planning gaps.
  • Communicate with affluent clients in a polished and professional manner across virtual meetings, in-person discussions, phone calls, and written correspondence.
  • Understand and support strategies to attract affluent clients who will benefit most from our senior planners' advanced solutions.
  • Engage confidently with affluent clients face-to-face at client events, seminars, and private meetings.
  • Coordinate and schedule high-impact meetings between affluent clients and planners, and actively support planners throughout the closing process.
  • Track client interactions, outcomes, and next steps, providing clear and detailed appointment recaps within our CRM system.
  • Consistently meet monthly, quarterly, and annual performance targets required for career advancement.

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 are not discouraged by setbacks; you focus on outcomes and take action until results are achieved.
  • Years of Work Experience: 3+ years in Canada.

Why GT Wealth?

  • If you're content being second-best, this is not the place for you. Our reputation speaks for itself — check our Google, Facebook, Instagram and YouTube 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 Relationship Manager or High Income Financial Advisor.
  • 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 0.4% planners known as the best in the industry.

Are You 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.

Please send your resume and cover letter via Indeed. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Job Types: Full-time, Permanent

Pay: $48,000.00-$60,000.00 per year

Benefits:

  • Dental care
  • Extended health care
  • Life insurance
  • Vision care

Work Location: In person