Who you are?
You love interacting with people and want to make a difference. You understand what it means to be a champion of a brand.
You love client feedback and take pride in being the voice of the company for clients. You understand what it is like to be a client, and appreciate going above and beyond the call of duty to help people and solve their problems.
You possess a passion for financial services and are interested in applying this passion and financial knowledge with clients and partners on a daily basis.
Learning about a client's financial situation interests you, as well as educating and helping people to meet their goals.
You are seeking a role that focuses on delivering sound advice, and one that puts the client at the center of every interaction and decision.
You are a very strong communicator, both written and verbal, with an eye for detail, and you demonstrate quick thinking and creative problem solving.
Your positive attitude reinforces that nothing is too small (or too big) for you to achieve.
We are seeking candidates who exhibit a strong desire to work in a fast-paced start up environment and who truly want to make a difference in the lives of our clients.
Successful candidates will have :
1 - 2 years of relevant work experience
Prior experience working in financial services, retail banking, or customer service
Successful completion of Canadian Securities Course and Conduct and Practices Handbook
Robust knowledge and familiarity with common wealth management strategies and their relative strengths and weaknesses
Strong written and verbal communication skills
Ability to adapt and thrive in a fast-paced environment
Impressive attention to detail and exceptional organization skills
Flexibility to work evenings
Want a career with meaning and substance. One where you make a difference!
Industry Accreditations or working towards preferred (CIM, CFP)