Job Description
Become a vital part of our Investment and Retirement Planning team in Kingston, Canada. This full-time role focuses on enhancing client experiences through exceptional support and communication.
As an Investment Planning Associate, you will aid Financial Planners in preparing for client interactions and ensure seamless communication. Your responsibilities include assisting in investment solutions and fostering referrals to grow our client base. With a commitment to operational integrity, you’ll help maintain the quality and efficiency of client-related activities.
Key Responsibilities:
• Prepare materials for client meetings efficiently
• Maintain exceptional service standards for clients
• Respond to client inquiries and concerns promptly
• Streamline client processes to improve service delivery
• Track client needs to enhance acquisition efforts
Requirements:
• Mutual Funds accreditation or similar credentials
• Relevant investment experience required
As an Investment Planning Associate, you will aid Financial Planners in preparing for client interactions and ensure seamless communication. Your responsibilities include assisting in investment solutions and fostering referrals to grow our client base. With a commitment to operational integrity, you’ll help maintain the quality and efficiency of client-related activities.
Key Responsibilities:
• Prepare materials for client meetings efficiently
• Maintain exceptional service standards for clients
• Respond to client inquiries and concerns promptly
• Streamline client processes to improve service delivery
• Track client needs to enhance acquisition efforts
Requirements:
• Mutual Funds accreditation or similar credentials
• Relevant investment experience required