Elevate your career as an Investment and Retirement Planning Associate in Kingston, Canada. Focus on client support and financial solutions while collaborating with top Financial Planners.
In this full-time role, you'll assist Financial Planners by preparing for client meetings and facilitating investment referrals. Your customer service excellence will ensure a superior experience for clients, both in-branch and online. By leveraging problem-solving skills and innovative approaches, you’ll contribute to team success and enhance market share.
Key Responsibilities:
• Assist Financial Planners with client meeting preparations
• Ensure outstanding client experience through proactive service
• Support and respond to client requests effectively
• Identify improvement areas for task efficiency
• Maximize client acquisition and track team progress
Requirements:
• Mutual Funds accreditation or equivalent
• Experience in investment services
• Strong IT skills in...