Job Order Detail

Description

David Aplin Group, one of Canada's Best Managed Companies, has partnered with our client a leader in the financial services industry to recruit for an Associate Wealth Advisor to join their Estevan based Wealth Management Team.

The Role:

Assisting Senior Financial Advisor with processing and confirming client transactions as well as developing financial plans
Supporting client management and service using in house technology
Maintaining account lists, compiling statistical information and generating reports
Preparing for Client meetings
Processing and follow-up on client documentation for proper maintenance of accounts
Assisting with providing support to existing clients and prospecting for new clients
Identifying new business opportunities
Educating clients regarding recommended products and services and responding to client inquiries
Conducting financial research and providing administrative support
Other duties as required

The Ideal Candidate:

Completion of the CSC and CPH complimented by 1 to 2 years' of progressive experience
CFP and LLQP would be considered an asset
Dedicated, driven, hard-working with a true entrepreneurial mindset
Detail-oriented, extremely organized and able to work both independently and as part of a high functioning team
Demonstrated ability to achieve set deadlines and multi task under tight timelines
Strong interpersonal skills, with the ability to work with staff and clients at all levels
Well-developed professional communication skills
Intermediate MS Office skills (Word, Excel and Outlook)