Base: not specified; bonus/equity: bonuses include...
Proactive sales support
Client relationship building
Collaboration with financial planners
As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners
Job Summary
As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners.
You enable and educate clients by proactively leading with advice, serving through Digital and by leading as a Digital Ambassador who keeps current on technology.
A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits is offered along with continued opportunities for career advancement.
Matching Summary
As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners.
Salary
Base: Not specified; Bonus/Equity: Bonuses included; Benefits: Flexible benefits
Skills & Requirements
Must-have
Proactive sales support
Client relationship building
Collaboration with financial planners
Digital ambassador and technology use
Sales enablement and meeting preparation
Nice-to-have
Rapport building within financial industry
Ability to provide complex financial advice
Experience with home equity lending
Strong personal ethics and eagerness to learn
Ability to work independently and in teams
Key Requirements
Mutual Funds accreditation
Investment Funds in Canada or Canadian Securities Course
Experience in everyday banking, investments and credit advice