Wealth Sales Assistant – GP Financial Services

This position is responsible for working closely with the Senior Wealth Advisor, to create sales opportunities and support new and existing relationships. They will assist in growing and managing the Advisory Practice by providing effective client service and contributing to business development activities. This position provides administrative and office support services to the Senior Advisor.

Key Responsibilities

• Provide proactive client service with a problem-resolution focus and attention to details
• Liaise with various departments for execution, where necessary.
• Respond to client account inquiries and remain accountable to follow-up, as required.
• Help build and execute business  plans, client segmentation, and client service plans.
• Use in-depth knowledge of products and services to identify new opportunities within the existing client base
• Coordinate/Participate in client meetings and events with the Investment Advisor and clients/prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work.
• Maintaining a good understanding of client profiles and corresponding investment strategies
• Prepare, analyze, and present reports and recommendations
• Assist the advisor in developing investment and financial plans
• Proactively recommend team and business process improvements
• Adhering to regulatory policies by staying up to date with all industry rulings and policies
• Ensuring all client interactions are accurately documented
• Support Advisor with both conventional and digital marketing programs, including the development, approval, and implementation
• Supporting practices to ensure administrative processes are streamlined
• Facilitating a culture of open and honest communication
• Actively participating and contributing to team meetings
• Encouraging the generation of new ideas and approaches
• Sharing knowledge and experience to enhance the development of all team members
• Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
• Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.
• Other duties as assigned

Knowledge, Skills & Attributes

• Excellent written and verbal communication skills
• Analytical and problem-solving skills
• Strong organizational and time management skills
• Growth-oriented with ability to take initiative and work independently
• Understanding of industry and firm compliance regulations
• Relevant sales and marketing and communication experience
• Excellent customer service and community involvement
• Passion for putting clients first

Education and Experience Requirements

Relevant industry experience preferred

Other preferred education

• Post-secondary education in business, accounting, or finance
• Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH)
• Life Licensed or willing to be Life Licensed

The successful candidate will benefit from the following:

·       Opportunity for career progression into a Wealth Advisor role

·       On-going training, coaching and education

·       A pleasant and professional working environment

·       Base salary plus bonus program

For more information on GP Financial Services please visit their website at:

https://www.gpfinancial.ca

To apply:

·       Send Cover Letter and Resume to the following:

gpfinancialservices@affinitywealth.ca