Wealth Sales Assistant

Aplin; Regina; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading company in wealth management is seeking a passionate individual for a role that emphasizes client service excellence. You will work closely with a Senior Wealth Advisor to enhance client success, offering ample opportunities for growth and development in a supportive team environment rich in training and career advancement.

Benefits

Opportunities for career advancement

Ongoing training and professional development

Supportive and positive work environment

Competitive compensation

Qualifications

• Post-secondary education is preferred.
• Completion of Canadian Securities Course (CSC) is required.
• Committed to continuous learning and community involvement.

Responsibilities

• Deliver exceptional client service and problem-solving.
• Coordinate with internal departments for seamless execution.
• Manage the client acquisition pipeline and lead conversion.

Skills

Communication

Problem Solving

Organizational Skills

Time Management

Analytical Skills

Education

Post-secondary education in business, finance, or accounting

Completion of Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Life insurance licensing

Job description

Are you passionate about building strong client relationships and thriving in a supportive, growth-oriented environment? Join a dynamic team where you’ll collaborate closely with a Senior Wealth Advisor to foster client success and drive business growth. This role combines client service excellence with strategic support in a professional and friendly atmosphere that prioritizes your development and career progression.

Benefits and Perks

• Opportunities for career advancement into roles like Wealth Advisor.
• Access to ongoing training, coaching, and professional development.
• A supportive and positive work environment that values teamwork and innovation.
• Competitive compensation, including a base salary and bonus program.

Responsibilities

• Deliver exceptional client service, focusing on proactive problem-solving and attention to detail.
• Coordinate with internal departments to ensure seamless execution of client needs.
• Respond to client inquiries with accountability and thorough follow-up.
• Contribute to business growth by developing and executing business plans, client segmentation, and service strategies.
• Leverage deep knowledge of financial products and services to identify new opportunities within the client base.
• Prepare for and participate in client meetings and events, including agenda setting, documentation preparation, and follow-ups.
• Maintain an in-depth understanding of client profiles and associated investment strategies.
• Support the creation and presentation of investment and financial plans.
• Assist in streamlining administrative and operational processes to enhance team efficiency.
• Ensure compliance with regulatory standards by staying informed about industry policies.
• Document all client interactions accurately and efficiently.
• Support traditional and digital marketing initiatives, from concept to implementation.
• Foster a culture of open communication, collaboration, and innovation within the team.
• Actively participate in team meetings and share knowledge to support professional growth across the team.
• Identify opportunities for asset consolidation, referrals, and client acquisition.
• Manage the client acquisition pipeline and assist in converting leads into long-term clients.
• Undertake other duties as required to support the team and clients.

What We’re Looking For

• Exceptional communication skills, both written and verbal.
• Analytical mindset with strong problem-solving abilities.
• Outstanding organizational and time management skills.
• Self-starter with a growth-oriented mindset and the ability to work independently.
• Comprehensive understanding of industry regulations and compliance standards.
• Experience in sales, marketing, or client service roles, with a client-first philosophy.
• Commitment to community involvement and continuous learning.

Education & Qualifications

• Post-secondary education in business, finance, or accounting is preferred.
• Completion or willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).
• Life insurance licensing or readiness to obtain licensing.
• Relevant industry experience is an asset.

If you’re eager to make a meaningful impact in the wealth management industry while working in a collaborative and empowering environment, we’d love to hear from you!

David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.