Associate, Financial Planning - Vancouver
4 days ago

Job summary
As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. You are responsible for supporting the unit/team in achieving sales objectives by contributing to a differentiated client experience.
Responsibilities
- You are a strategic member of the Financial Planning team and will work directly with Financial Planners to provide pre and post-interaction enablement and client service and fulfillment in connection with their financial plan
- Maximize opportunities to effectively identify client needs, make referrals, expand profitable client relationships, and track and review progress against the teams' annual sales plan
- Increase sales enablement for Financial Planners by assisting with preparations for client meetings, and supporting the fulfilment of credit investments everyday banking solutions
Job description
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