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Associate Wealth Advisor & Client Coordinator
JBN & Associates, LLC
 
Job Location: Sudbury, ON

TITLE: Associate Wealth Advisor & Client Coordinator

REPORTS TO: Executive Financial Consultant

LOCATION: Sudbury, ON Canada

POSITION OVERVIEW:

The Associate Wealth Advisor and Client Coordinator is an integral part of the organization. Responsibilities include cultivating a relationship with the clients of the firm in an effort to retain the business of these clients, delivering extraordinary service and garnering additional business and referral opportunities.

RESPONSIBILITIES & ACTIVITIES:

  • Coordinates with Senior Advisors to develop, service, and deliver financial planning to the firms clients
  • Identifies opportunities for additional business and referrals from existing clients
  • Processes client service paperwork for existing clients (beneficiary change, address updates, etc.)
  • Follows segmented client service model to service all clients
  • Regularly scheduled check-in calls
  • Schedules and coordinates review meetings
  • Creates an extraordinary client experience
  • Confirms all upcoming client appointments & prepares review meeting material
  • Coordinates all activities related to client appreciation events
  • Coordinates online client newsletter & occasional web and social media postings
  • Coordinates Center of Influence marketing programs to CPAs, attorneys, etc.
  • Delivers concierge services to A B & C clients, including coordinating cards, gifts and random acts of kindness
  • Updates Salesforce CRM with client details and workflows
  • Handles miscellaneous operational activities
  • Develops and maintains written systems of all activities

KNOWLEDGE, SKILLS & ABILITIES:

  • Required:
    • Extreme attention to detail, excellent organizational and time management skills
    • Excellent attitude and an extraordinary client service orientation
    • A genuine interest in serving and caring for other people
    • A burning desire to succeed
    • An ability to juggle multiple tasks, handle stress, and operate on tight deadlines
    • Ability to work independently while also serving as part of a team
    • Either IIROC, MFDA or LLQP licensed with understanding that they must get IIROC and LLQP licensed within first 3 months, if not currently
  • Helpful:
    • Previous sales experience in the industry
    • CFP Certification or in the process




How To Apply:
You will be directed to another website for application instructions.
 
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