Associate Financial Advisor
Abbotsford, BC, CA, Canada
Job Description
Job description
Working closely with a Senior Investment Advisor to assist with:
*Fielding calls from clients, prospects and others
*Completing client appointment packages
*Inputting data
*Coordinating client events
*Processing client trades
*Setting appoinments
*Client interaction
*Assist with prospecting
*Projects on an as needed basis
*File organization and maintenance
*Maintaining CRM
*Maintaining performance data
*Building financial planning packages
*Product research
Experience Required: Minimum 5 years working with a licensed IIROC/CIRO advisor
Technical Skills Required:
*Office 365 package (Excel, Word, Powerpoint, etc)
*Preference given to those with experience with National Bank backoffice programs, such as iMost, NextRep, Univeris, Octacom, Croesus, Compass and NIAD.
*Preference given to those with previous experience with iA Private Wealth and familiar with esignature Express Client Onboarding and Wealthlink.
Job Type: Full-time
Pay: $52,000.00-$64,000.00 per year
Benefits:
Company events On-site parking
Work Location: In person
Expected start date: 2025-08-01
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Job Detail
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Job IdJD2539154
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationAbbotsford, BC, CA, Canada
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EducationNot mentioned