CAREER OPPORTUNITIES

 

Available Positions

Financial Advisor/ Assistant Planner

Expectations/Duties:

  • Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship/portfolio management

  • Identify opportunities to refer clients to Partner.

  • Provide ongoing comprehensive reviews of clients’ financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services.

What you will provide:

  • Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate

  • Protect the interests of the organization – identify and manage risks, and escalate non-standard, high-risk activities as necessary

  • Conduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices

  • Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists

  • Acquire and apply expertise in the discipline, provide guidance, assistance and direction to others

  • Identify, recommend and effectively execute standard practices applicable to the discipline

  • Adhere to internal policies/procedures and applicable regulatory guidelines

    EMPLOYEE / TEAM

  • Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest

  • Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit

  • Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques

  • Participate in personal performance management and development activities, including cross training within own team

  • Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities

  • Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.

If interested in any of the above, please send your resume to tracy@cvfs.ca