Wealth Sales Assistant – GP Financial Services, Aviso Wealth, Affinity Financial Strategies
This position is responsible for working closely with the Senior Wealth Advisor, to create sales opportunities and support new and existing relationships. They will assist in growing and managing the Advisory Practice by providing effective client service and contributing to business development activities. This position provides administrative and office support services to the Senior Advisor.
Key Responsibilities
Provide proactive client service with a problem-resolution focus and attention to details
Liaise with various departments for execution, where necessary.
Respond to client account inquiries and remain accountable to follow-up, as required.
Help build and execute business plans, client segmentation, and client service plans.
Use in-depth knowledge of products and services to identify new opportunities within the existing client base
Coordinate/Participate in client meetings and events with the Investment Advisor and clients/prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work.
Maintaining a good understanding of client profiles and corresponding investment strategies
Prepare, analyze, and present reports and recommendations
Assist the advisor in developing investment and financial plans
Proactively recommend team and business process improvements
Adhering to regulatory policies by staying up to date with all industry rulings and policies
Ensuring all client interactions are accurately documented
Support Advisor with both conventional and digital marketing programs, including the development, approval, and implementation
Supporting practices to ensure administrative processes are streamlined
Facilitating a culture of open and honest communication
Actively participating and contributing to team meetings
Encouraging the generation of new ideas and approaches
Sharing knowledge and experience to enhance the development of all team members
Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.
Other duties as assigned
Knowledge, Skills & Attributes
Excellent written and verbal communication skills
Analytical and problem-solving skills
Strong organizational and time management skills
Growth-oriented with ability to take initiative and work independently
Understanding of industry and firm compliance regulations
Relevant sales and marketing and communication experience
Excellent customer service and community involvement
Passion for putting clients first
Education and Experience Requirements
Relevant industry experience preferred
Other preferred education
Post-secondary education in business, accounting, or finance
Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH)
Life Licensed or willing to be Life Licensed
The successful candidate will benefit from the following:
· Opportunity for career progression into a Wealth Advisor role
· On-going training, coaching and education
· A pleasant and professional working environment
· Base salary plus bonus program
For more information on GP Financial Services please visit their website at:
https://www.gpfinancial.ca
To apply:
· Send Cover Letter and Resume to the following:
gpfinancialservices@affinitywealth.ca
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Affinity Financial Strategies is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Affinity Financial Strategies is a trademark of Affinity Credit Union, used under license by Aviso Insurance Inc.
