Job Description & How to Apply Below
Join our Investment and Retirement Planning team as an Associate in Kingston, Canada. Provide essential support that enhances client interactions and fosters successful financial outcomes.
This full-time position involves collaborating directly with Financial Planners to prepare for meetings and deliver tailored investment solutions.
Your role is crucial in maintaining high service standards, addressing client concerns, and ensuring smooth operations. Your proactive mindset will contribute to our team's network expansion and overall market effectiveness.
Key Responsibilities:
• Assist in preparing for and executing client meetings
• Deliver exceptional service to all customer interactions
• Manage client requests and documentation accuracy
• Identify opportunities for process improvement
• Support new client acquisition initiatives
Requirements:
• Required Mutual Funds accreditation
• Professional investment experience
• Competency with IT tools, especially Microsoft Office
• Exceptional communication and interpersonal skills
• Ability to collaborate efficiently with team members
Make a substantial impact by supporting our clients' financial journeys in Kingston.
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