AddressDescription
We are looking for a Senior Wealth Associate to join ourteam in various locations in Saskatchewan. In this role, you will be supporting administrative functions for the team including the team of Wealth Specialists. If you arepassionate about customer service, wealth management, and are committed to continuous learning and development,then apply for this role today.
Your time:
As a Senior Wealth Associate, you have an integral role in providing a world class customer service experience. You will provide time-sensitive administrative support to our wealth team by partnering with Wealth Specialists to understand their business goals and support the execution of their business plan. You will also collaborate with our dealer/ back office to ensure work is accurately executed to meet the needs of our clients and members. You will provide operational and administrative support and become an expert at navigating our CRM and Analytic systems, and take pride in ensuring all interactions meet legislative, regulatory and compliance requirements.
Your Experience:
Post-secondary education
2+ years of experience in the wealth industry
IFIC or Canadian Securities Course and eligible to be registered to sell mutual funds is required
CRM experience is an asset
Demonstrated partnership and business building activities
Demonstrated proactive approach to business
