Job Order Detail

Description

Are you passionate about building strong client relationships and growing in a supportive, team-driven environment? Join a dynamic team where you'll work closely with a Senior Wealth Advisor to deliver outstanding client service and contribute to business growth. This role blends strategic support with professional development opportunities in a collaborative atmosphere.

Perks & Benefits

Career advancement potential (e.g., Wealth Advisor)

Ongoing training and mentorship

Supportive, innovative team culture

Competitive salary + bonus

Key Responsibilities

Deliver proactive, detail-focused client service

Coordinate with internal teams to meet client needs

Respond to inquiries with accountability and follow-up

Support business planning, segmentation, and growth strategies

Identify opportunities within the client base

Prepare for and attend client meetings and events

Maintain deep knowledge of client profiles and portfolios

Assist with investment and financial planning

Streamline administrative and operational tasks

Ensure compliance with regulatory standards

Document client interactions efficiently

Contribute to marketing initiatives

Foster open communication and collaboration

Identify referral and asset consolidation opportunities

Manage client acquisition pipeline

What You Bring

Strong communication and problem-solving skills

Organized, analytical, and self-motivated

Knowledge of compliance and financial products

Client-first mindset with a passion for learning

Experience in client service, sales, or marketing

Qualifications

Education in business, finance, or accounting preferred

CSC/CPH completion (or in progress)

Life insurance licensed or willing to obtain

Industry experience is a strong asset

Ready to grow your career in wealth management? Wed love to hear from you!