Associate, Financial Planning - British Columbia
Core
Provide proactive sales support and responsive value-based client contact for a team of Financial Planners to achieve sales objectives and strengthen client relationships.
Role type
Associate Financial Planner (Sales Support)
Builds
Credit, investments, and everyday banking solutions for personal and business clients
Domain
Banking / Financial Planning
Required skills
Mutual Funds accreditation, client contact routines, sales enablement, digital literacy, operational risk management
Preferred skills
Track record in building rapport, complex advice capability
Technologies
Digital platforms, banking solutions
Responsibilities
Provide pre and post-interaction enablement for Financial Planners, identify client needs and make referrals, assist with preparations for client meetings, educate clients on financial products, exercise due diligence on policies and procedures
Seniority
Entry-level / Associate