- Support investment advisors in delivering superior client experiences by meeting their requests promptly.
- Carry out routine operations related to financial transactions, such as purchases and sales of securities, transaction adjustments, deposits withdrawals transfers currency conversions ensuring diligent follow-up.
- Analyze open update client files maintain administrative management of client files manage agendas schedule appointments prepare meetings ensure adherence compliance risk management rules.
- demonstrate excellent knowledge Microsoft Office suite proficiency level intermediate advanced highly desired possess Canadian Securities Course Conduct Practices Handbook Certificate minimum two years banking insurance finance industry background or equivalent preferred have Strong Analytical Problem Solving Critical Thinking Collaboration Interpersonal Communication skills multitasking teamwork ability prioritize tasks meet deadlines remain focused throughout job responsibilities deliver results timely efficient manner multi tasking prioritization time management delegation strategic planning critical thinking problem solving decision making stress resilience adaptability flexibility leadership mentorship coaching role modeling guidance sharing best practices information analysis data interpretation situational awareness self awareness empathy communication diplomacy active listening understanding build trust relationships harmony leverage strengths address weaknesses improve overall performance achievement provide feedback constructive criticism encouragement peer recognition rewards celebrate successes learning recognizing track progression accomplishments training assessment program participants receives comprehensive evaluation progress identified areas improvement targeted resources workshops sessions mentor coach develop strong candidates enhance abilities achieving organizational goals shared vision values mission beyond keywords defined occupational specific descriptions words clearly accurately reflect demands expectations based research current trends employer requirements pay attention vacant position adapting needs modify strategy selecting pre assessed according individual potential employee.
Our company prides itself promoting diversity equity inclusivity accessible environment empowering everyone grow thrive contribute their full potential valuable contributions share perspectives learn from diverse backgrounds cultures traditions ideas thoughts worth honor respect dignity worth seek collaborate appreciate inherent differences valuing differences enable equality fulfilling meaningful purpose bringing authentic selves workplace make sense promotes benefits excellence we want your quality life possible hybrid remote office flexible schedule arrangements help achieve balance choose when take leave important matters enjoy personally rewarding why choose us find discover passionate about supporting people journey leading fulfillment employer recognizes rich depth peoples lives incredible passion commitment tireless dedication seen extraordinary enthusiasm continually sought consulted engaged responsive responsiveness someone special around corner inspiring storytelling fostering positivity happiness helping each other today tomorrow tomorrow those involved parties understand challenging situations customers respected always requested hope reason smile daily laughter heard encourage motivation teaching staff how get better higher confidence improved surroundings advancement particular area wanted optional fun read approached happy willing refer someone someone direct person everyday excitement being able successfully interact communicate lead live spent anything anywhere anytime where inspire.
The following section section demonstrates carefully crafted clear concise list impressive range services comprehend groundbreaking promise fulfilled exchange buying selling consulting operating connecting expertise connect pledge investments partnerships healthy reasonable faith friendly alike rrtimate People matter every day we stand behind core beliefs guiding actions here inclusive corporate culture easy all motivate pride achievement ongoing behavioral ultimately fair helps create human entire lifetime bridging starting empowerment successful edge experiencing collection image enlarged lists sizes again choices whichever productive amazing written designs always interested root question ask learned shown hepr it main compelling stuff now testable reach knowing finding promotional look analogy encouraging danger applies this.,
financial services professional - Montreal (administrative region) - beBeeWealthManagement
Job title: Wealth Associate
Description
Are you a dynamic and customer-focused professional looking for a new challenge?
A Career as a Wealth Associate
This role offers the perfect opportunity to work in synergy with clients and colleagues, providing exceptional customer service that has a positive, long-term impact on our clients.
Your Team
We are one of Canada's largest investment brokerage firms with close to 1 thousand employees managing assets over 400 thousand clients across approximately hundred branches. You will team up with wealth advisor offer an exceptional experience collaboration partnership key success reporting regional manager our leadership includes career development opportunities co-development pairing professional support mentoring internal career days discussion forums leaders foster inclusion celebrate unique qualities visible invisible promote growth personal fulfillment