Job Order Detail

Description

Were looking for aproactive, personable, an organized person to come on board as an Associate Advisor. The Associate Advisor role plays an integral role in the overall client service experience. Utilizing internal and external systems and processes, the Associate Advisor provides administrative support for our sales team to enable them to achieve their overall sales and service goals. They are passionate about client service and are committed to continuous learning and development.

Your time:
- Manage the client experience
- Be an active partner in the business
-Be a subject matter expert in industry compliance and regulatory requirements to ensure client files are meeting compliance standards. Master the CRM system and expertise in utilizing dealer platforms to support the business line.

Your experience:
- Post secondary education
- 3+ years of experience in insurance or wealth management is required
- IIROC license is required (Registered Rep is preferred)
- Demonstration of partnership and business building activities
- Demonstration of a proactive approach to business
- Excellent oral and written communication skills
- CRM experience is an asset
- Financial Planning Software knowledge is an asset