Associate Advisor - Surrey, Canada - iFreedom Financial Solutions Inc

Description

About us
iFreedom Financial Solutions Inc. is a financial planning firm in Surrey, BC V3S 5J9.


Our work environment includes:

• Growth opportunities
• Team environment

Delivers exceptional service to customers and prospects. Works collaboratively within the office and with partners to deliver the desired client experience and achieve overall business objectives.

• Supports client requests for administrative needs i.e. banking changes, address updates ext.
• Welcomes clients warmly and meets their service and transactional needs with seamless execution.
• Reviews customer profiles and engages customers in a needsbased conversation to identify potential opportunities.
• Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
• Acts as a key member of a collaborative and versatile team.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer's experience feel personal.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

- prior experience in financial services is an asset; post-secondary degree or certification in related field of study is desirable.

• Highlevel knowledge of personal financial planning
• Projects a professional presence.
• Resourceful selfstarter with confidence to communicate with clients.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with advisors and clients.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Verbal & written communication skills
• Basic (in business environment).

• Organization skills

• Basic (in business environment).

Job Types:
Full-time, Permanent


Salary:
$25.00-$35.00 per hour


Expected hours:
per week


Benefits:

• Extended health care
• Paid time off

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay
• Commission pay

Ability to commute/relocate:

• Surrey, BC V3S 5J9: reliably commute or plan to relocate before starting work (preferred)

Education:

• Secondary School (preferred)

Experience:

- administrative assistant or
Financial Services: 1 year (preferred)


Work Location:
In person