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.
Administrative/Sales Assistant
Who we are looking for to join our team:
Manage front desk , scheduling of appointments and handle phone calls with professionalism and proper phone etiquette.
Communicate effectively with team members and external parties
Maintain office organization and cleanliness
Perform clerical duties such as filing, photocopying and data entry
Strong technical knowledge and experience using multiple systems including HubSpot, Outlook, and Adobe Creative.
Tracking leads and results from advertising venues
Skills:
Strong communication and interpersonal skills
Administrative capabilities for managing office tasks efficiently
Understanding of budgeting processing for financial support
Exceptional research and organizational skills
Multi – tasking and handling many appointments
This position may offer an opportunity for growth and a supportive work environment.
Please note this is a part-time position for 6 hours/week. Weekly breakdown is as follows; 3 hours 2x per week work in office. Primarily Thursday afternoon/evenings, Tuesday's afternoon or Saturday morning.
If you meet the qualifications and are looking to contribute your skills to our team, we encourage you to apply.
If interested in any of the above, please send your resume to tracy@cvfs.ca