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Remote Financial Planning Support Associate
Job summary
A leading Canadian bank is seeking an Associate to provide proactive sales support and strengthen client relationships. The role includes collaborating with Financial Planners, maximizing client opportunities, and guiding clients through their financial needs. Candidates must have Mutual Funds accreditation and demonstrate strong client relationship skills. This full-time position in Calgary offers a competitive compensation package and opportunities for career advancement.
Benefits
Qualifications
- Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
- Strong client contact routines to achieve sales objectives.
- Ability to work independently and in teams with collaboration skills.
Responsibilities
- Provide proactive sales support to Financial Planners.
- Identify and meet client needs to strengthen relationships.
- Maximize client opportunities and assist with client meetings.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.