Investment and Retirement Planning Associate

Assist Financial Planners with client meeting preparations and the fulfillment of simple investment solutions.,Maintain a high level of client experience and service for all clients.,Provide support for client requests, address client concerns, and ensure accuracy of documentation.,Utilize routines to efficiently complete client tasks and identify areas for improvement.,Identify client needs, make referrals, acquire new investment clients and assets, and track progress against team goals.,Ensure adherence to all policies and procedures and identify/correct operational risks.,Support Financial Planners with administrative activities and proactive client contact.

Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course).,Previous experience in investments.,Demonstrated success working in a fast-paced environment.,Ability to manage competing priorities, multi-task, and problem-solve.,IT literacy, including Microsoft Office suite and digital knowledge.,Excellent communication skills for interacting with partners in person, via email, and on the phone.,Flexibility, eagerness to learn, strong personal ethics, and a hunger for success.,Ability to work both independently and in a team environment, demonstrating strong collaboration skills.,Nice-to-have: Proven track record of building rapport and developing client relationships.,Nice-to-have: Experience in proactive retail sales.

Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)