Investment Specialist / Financial Planner - Nelson, Trail

Infoempregos; Nelson; On-site; CAD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a motivated individual to join their team. This entry-level position offers a fantastic opportunity for personal and professional growth. The ideal candidate will possess strong networking and interpersonal skills, along with a willingness to learn and adapt. You will play a crucial role in supporting administrative and operational activities, helping to organize files and manage correspondence. With a focus on development opportunities, this role is perfect for those looking to start their career in a dynamic environment.

Benefits

Transportation Allowance

Meal Allowance

Medical Assistance

Development Opportunities

Qualifications

• Proven networking and client acquisition skills.
• Experience building and maintaining Centres of Influence.

Responsibilities

• Provide support in administrative and operational activities.
• Organize files and documents and manage correspondence.

Skills

Networking

Client Acquisition

Interpersonal Skills

Basic Communication Skills

Organizational Skills

Teamwork

Basic Computer Skills

Job description

Job Description:

Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs).

We are looking for a new employee to start their professional journey with us. If you are dedicated and willing to learn, this position could be yours!

• Requirements:
  • Willingness to learn and grow.
  • Basic communication and organizational skills.
  • Ability to work in a team.
  • Basic computer skills are desirable.
• Responsibilities:
  • Provide support in administrative and operational activities.
  • Answer calls and manage correspondence.
  • Organize files and documents.
  • Participate in various projects and activities.
• Benefits:
  • Transportation allowance.
  • Meal allowance.
  • Medical assistance.
  • Development opportunities and growth.