Advisor Success Assistant - Richmond Hill, Canada - AI Financial Power Group
2 weeks ago
Description
Responsibilities:
- Engaging with Financial Advisors, helping them understand the product and implement the onboarding process
- Use your findings to refine the onboarding process. Identify pain points and collaborate with a team to overcome them
- Organizing internal training sessions for Financial Advisors
- Growing your knowledge of the industry and our Financial Advisors; equipping yourself with the financial and investment knowledge
- Providing information and answering related questions to the potential Financial Advisor
- Assist the Manager of the Financial Advisor Success team with other duties
Qualifications
- Recent graduated from college or university
- Fluent in both Mandarin and English is MUST
- Time management and organization skills
- Detailoriented
- LLQP licenses preferred
Salary:
$31,000.00-$40,000.00 per year
Schedule:
- 8 hour shift
Ability to commute/relocate:
- Richmond Hill, ON L4B 3N2: reliably commute or plan to relocate before starting work (required)
Language:
- Mandarin (required)
Work Location:
In person
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