About this role
Role Overview
- Partner with Financial Advisors to help clients secure their finances and set up businesses
- Provide administrative and client support to seek business growth opportunities
- Assist in preparing client files and booking appointments
- Engage with clients to provide information and address inquiries
- Take accountability for client issues and seek solutions with teammates
Requirements
- Experience in providing administrative and client support
- Knowledge of cash management, credit, investment, and wealth protection
- Strong organizational skills
- Proven problem-solving skills
- Ability to work flexible hours, including evenings and weekends
- Ability to build strong working relationships
- Passion for helping clients meet financial goals
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day, a paid day off for personal growth