Job Order Detail

Description

Opportunity
WealthCo is seeking a professional that is eager to join our team. Youll rely on your personal drive, leadership and relationship-building skills to build business and deliver solutions to clients. These include personal investment advice, retirement savings, income planning, estate planning and more. Our employees are team-oriented individuals and support a relationship-based environment.

Responsibilities
Communicate with clients, discover their needs, help them achieve their goals.
Provide professional advice/education with an ability to address complex personal/business investment needs.
Implement contact and relationship building strategies.
Data input/implementation of financial plans.
Contact clients as needed.
Utilize Office 365 Programs maintain data via our CRM.
Improve quality results by studying, evaluating, and re-designing processes.
Complete projects/assignments by establishing objectives; determining priorities; managing time; monitoring progress; problem-solving.
Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

What do you need to succeed?
Excellent communication skills.
Above average time management skills and organizational skills.
Attention to detail.
Works well with others.
Enjoys a fast-paced entrepreneurial work environment.

What do you require to apply?
CFP designation, enrolled in the CFP program or willing to enroll.
Knowledge of tax, investment strategies, insurance, pension plans and real estate an asset.
Ability to see the big picture while staying aligned to the company vision.
Entrepreneurial Spirit  you love to embrace new opportunities and make things happen, thrive in a fast paced constantly evolving environment.

All responses are appreciated, however only those invited for an interview will be contacted.