Wealth Services Assistant

Island Savings; Victoria; On-site; CAD 49,000 - 67,000; Full time

Benefits offered by this job

Mental health coverage

Customizable health benefits

Top-up parental leave

Performance-based compensation

RRSP matching

Vacation time

Flexible work arrangements

Job summary

Island Savings is seeking a Wealth Services Assistant for our Mayfair Branch in Victoria. The role provides administrative and marketing support to Senior Wealth Advisors, handling routine inquiries and helping prepare client meetings and transaction documentation.

Some work from a wealth management centre may be required. You will organize seminars, support campaigns, and help manage the advisor's schedule while ensuring compliance with risk and policy standards.

Qualifications

• High School Diploma required.
• 2 years in a financial institution or brokerage firm as an investment advisor assistant required.
• 1 year of experience in an administrative or marketing role preferred.
• Demonstrated interpersonal and written communication skills.
• Proven organizational skills with attention to detail.
• Ability to multi-task and meet deadlines.
• Proficient in Microsoft Office and CRM programs.
• Understanding of risk and adherence to policies and procedures.

Responsibilities

• Answer routine member inquiries via phone or email and assist with meeting scheduling.
• Complete transaction documentation for the Senior Wealth Advisor and forward for processing.
• Organize on- and off-site seminars and marketing campaigns; identify potential new members/prospects.
• Maintain advisor diary and prepare annual review letters; ensure appointments.
• Discuss and process trades when required for members.
• Uphold professional conduct and compliance with audit and risk management requirements.

Skills

Interpersonal skills

Written communication

Organization

Microsoft Office

CRM software

Multi-tasking

Financial services experience

Education

High school diploma

CIRE for Investment Representative (CIRO)

Tools

CRM software

Microsoft Office

Job description

Job Description

We are currently seeking a Wealth Services Assistant to join our Mayfair Branch team in Victoria. The Wealth Services Assistant provides administrative and marketing support to assigned Senior Wealth Advisors and responds to routine member/client inquiries. Responsibilities include assisting in the preparation of client meetings, transaction documentation and participating in campaigns or special projects. Please note, this role may be required to work out of a wealth management centre.

Typical Day

• Sales and Service Strategy: Answers and responds to routine member phone calls and/or emails; proactively contacts members and assists with updates to member information; schedules member appointment on behalf of advisor; screens members and identifies opportunities to refer to other FW lines of business.
• Member Transactions: Completes required documentation for the Senior Wealth Advisor and forwards for processing; follows up within established timeframe to ensure transaction has been processed.
• Marketing Support: Organizes on or off-site seminars; prepares invitations and follows up with members to confirm attendance; identifies potential new members/prospects.
• Administrative Support: Monitors the advisor’s diary and ensures annual review letters are prepared, as required; identifies upcoming reviews and ensures appointment is made; prepares queries on member data; starts the financial plan for the Senior Wealth Advisor to complete; completes any required documentation as instructed by advisor; maintains up to date and accurate member files.
• Trades: Discusses and process trades when required on behalf of the member.
• Risk Management: Maintains a professional standard of conduct at all times while promoting a positive image of the organization. Ensures compliance with all audit and risk management requirements and all other internal policies.

Required Skills, Experience & Qualifications

• High School Diploma required
• May require completion of CIRE for Investment Representative under CIRO licensed
• Note: Some employees in this role will be required to become licensed depending on the Senior Wealth Advisor they are assigned to support.
• 2 years in a financial institution or brokerage firm as an investment advisor assistant required
• 1 year of experience in an administrative or marketing role preferred
• Demonstrated interpersonal and written communication skills
• Proven organizational skills with attention to detail
• Ability to multi-task and prioritize tasks to meet deadlines
• Proficient in computer software programs, e.g. Microsoft Office, and customer relationship management programs.
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Our Compensation Has Three Parts

• Base Salary: $49,100 to $66,600
• Performance Bonus: Competitive bonus based on the revenue of the portfolio(s) supported
• Annual Incentive: Eligible for the annual corporate Short-Term Incentive Plan

The total compensation potential may be approximately $75,000 to $85,000, with actual total compensation varying above or below this amount based on individual and portfolio performance.

About Us

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit trucooperativebank.ca for more information on Tru Cooperative Bank.

What’s in it for you:

• Mental health coverage and resources
• Customizable health benefits, as well as topped-up parental leave
• Performance-based compensation, employee banking advantages and group RRSP matching
• Vacation time and flexible work arrangements to support your lifestyle

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.

Statement On AI Use

In accordance with Ontario’s Employment Standards Act, we confirm that no artificial intelligence (AI) tools are used to screen, assess, or select applicants for this position. All applications are reviewed by our recruitment team.

Statement Of Genuine Vacancy

This posting represents a true and current vacancy within our organization. We are actively seeking to fill this role and welcome applications from qualified candidates.

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.