Wealth Sales Assistant

David Aplin Recruiting; Regina; On-site; CAD 55,000 - 75,000; Full time

Job summary

Join a leading company as a Wealth Management Assistant, collaborating with a Senior Wealth Advisor. This role focuses on delivering exceptional client service while fostering business growth in a supportive environment. You will engage in client interactions, support investment strategies, and contribute to a positive workplace culture through teamwork and innovation.

Benefits

Opportunities for career advancement

Access to ongoing training and coaching

Supportive work environment

Competitive compensation

Qualifications

• Exceptional communication skills, both written and verbal.
• Experience in sales, marketing, or client service roles.
• Life insurance licensing or readiness to obtain licensing.

Responsibilities

• Deliver exceptional client service and proactive problem-solving.
• Coordinate with internal departments for seamless execution of client needs.
• Contribute to business growth through developing and executing business plans.

Skills

Communication

Problem Solving

Organizational Skills

Analytical Skills

Time Management

Education

Post-secondary education in business, finance, or accounting

Completion or willingness to complete the Canadian Securities Course (CSC)

Completion of Conduct and Practices Handbook (CPH)

Job description

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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.

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