Financial Advisor Assistant - Oakville, Canada - WSC Financial Solutions Inc.

Description

Who are we ?
WSC Financial Solutions is a multi
- advisor corporation associated with Sun Life Financial, located in Oakville Ontario. We are a 14-member team, specializing in financial planning, wealth management and insurance strategies. Our clients include higher net worth individuals and families, business owners, professionals, and group insurance clients.


Who are you?
- work balance are all important to you.


What do you bring?
You have experience in financial services, in an advisory environment focusing on insurance, wealth and financial planning.

Your experience includes familiarity with terms, processes, knowledge of account types, and the range of products and solutions offered in a fully holistic practice.

• A minimum of 3 year's experience in wealth and insurance administration
• Strong communication skills (written, telephone and in person)
• Mutual Fund license and/or LLQP preferred but not mandatory. We value your experience.
• Excellent PC skills including Excel, Word, Outlook

• CRM management

• Salesforce knowledge an asset
• High level of professionalism and strong organizational skills
• Ability to prioritize, multitask, work within time constraints and followup in a fast paced, high volume practice

What would you be doing?

Core competencies will include:

• Client file preparation for client meetings
• Attending client meetings with advisors, and preparing meeting notes
• Managing accurate entry, processing and follow up of all wealth transactions including opening new accounts, executing transfers, redemptions, and deposits for both nominee and client held accounts
• Oversight of all client forms including prefilling information, managing signature completion, and ensuring accuracy of fund codes and fee structures
• Managing wealth transfers from outside institutions including timely follow up and client updates
• Processing new risk business including insurance and segregated funds
• Communicating with Sun Life and third party offices
• Understand and manage compliance and regulatory requirements
• Participate in weekly and monthly team meetings
• Contribute to improving processes
• Understanding and meeting all compliance requirements

Hybrid Working model and 4.

5 day work week:
We listened to our team and reflected on our learning experiences through the pandemic. Our team works in the office from Tuesday through Thursday and remotely on Mondays and Fridays. We also offer a 4.5 day work week at full pay and close our office mid-day on Fridays. A healthy life-work balance is a core WSC value.


Benefits and Bonus:

We offer a full benefit package including health, dental, an Employee Assistance Program and a Health Spending Account. This is a full time position with an additional annual bonus.


Job Types:
Full-time, Permanent


Salary:
$50,000.00-$60,000.00 per year


Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• Onsite parking
• Paid time off
• RRSP match
• Work from home

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Experience:

• Financial services: 3 years (preferred)