People And Respect Different Perspectives

FinancialServicesAssociate

Vancouver, British Columbia, Canada FULL TIME Remote Friendly
The Brief

“Financial Services Associate at People And Respect Different Perspectives. Skills: Client engagement, Problem solving, Organizational skills. Partner with Financial Advisors to help high value clients secure their futures and set up their businesses.. Provide administrative and client support to seek business growth opportunities.”

What You'll Achieve.

Help clients meet their financial goals.; Seek business growth opportunities.; Making a difference in your clients' financial success.

Industry & Context.

Problems you'll solve

Problem solving; Listen, ask questions, and put yourself in the client’s shoes.; Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions.

Eligibility Requirements

Flexible to work our banking centre hours which may include evenings and weekends., Flexible to work at multiple banking centres within a reasonable travel distance., Legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit., May be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

What They're Looking For.

Must Have

Knowledge of cash management, Knowledge of credit, Knowledge of investment, Knowledge of wealth protection

What You'll Do.

Partner with Financial Advisors to help high value clients secure their futures and set up their businesses.

Provide administrative and client support to seek business growth opportunities.

Create working relationships while making a difference in your clients' financial success.

and maintaining schedules.

Help team success by improving team productivity and proactively uncovering business opportunities.

How You'll Work.

Team & Collaboration

Partner with Financial Advisors; Help team success

Free ATS check

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