Vernon Bc Financial advisor Jobs – 4 Openings This Week

Associate Investment Advisor
Confidential —Vernon, BC
- From $70,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
Quick apply
Senior Financial Advisor
Valley First, a division of First West Credit Union —Armstrong, BC
- $56,800–$72,800 a year
- Full-time
- Microsoft Office
- Paid time off
Financial Advisor, Investment & Retirement Planning - Vernon, British Columbia
Scotiabank —Vernon, BC
- Sales

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Associate Investment Advisor

Confidential
Vernon, BC

Quick apply

Job details

Permanent | Full-time
From $70,000 a year

Qualifications

Microsoft Powerpoint
Microsoft Word
Investment
Microsoft Excel
Microsoft Outlook
DEP
Customer service
DocuSign
Salesforce
Post-secondary education
ACS
Microsoft Office
Finance
CSC
Business
Communication skills

Full job description

The Ideal Candidate

We are looking for an associate Advisor to join our team. We seek a individual to work in a team environment. This opportunity relates to investment based activities, regulatory environments and advisor administrative functions. We are seeking a candidate that is detail oriented and extremely client focused. This is an opportunity for a career-oriented individual who wishes to leverage their existing financial background and grow their transferable skills within our branch. The expectation is that this role with transition into a senior financial advisor, including business ownership.

About our firm:

We are small, high volume investment firm in Vernon, BC. We offer a friendly, flexible work environment that understands and respects the needs of our employees. Our culture encourages teamwork, service excellence, creativity, and initiative.. This is an opportunity to work with an established advisor.

JOB DESCRIPTION

Work closely with an established Advisor in the management of the Advisor’s book of business by providing effective client service and executing business development and other sales related activities.

To be successful, the candidate will need to collaborate with Advisors, clients, and various other stakeholders. This position requires strong written and verbal communication skills, attention to detail, the ability to prioritize effectively and a passion for delivering outstanding client service.

RESPONSIBILITIES

Assist senior financial advisor with the servicing of new and existing client accounts
Engage with clients on a regular basis by phone and email to provide excellent client service on behalf of the branch
Execute and ensure proper settlement of client trades in accordance with Advisor’s instructions
Assist the advisor in preparing accurate documentation including new account applications, client review material, presentations, correspondence, and various summary reports
Assist in the preparation of client portfolio and insurance reviews
Liaise and assist with various stakeholders, including 3rd party lawyers and accountants
Manage and maintain digital branch and client management records
Maintain up to date knowledge of the investment/insurance industry.

QUALIFICATIONS

Post-secondary education in Business or Finance is preferred
2+ years of relevant financial/business/customer service experience
Working knowledge of investment products and plans is required
Proficiency in Microsoft Office, including Excel, PowerPoint, Word, Outlook
Working knowledge of Box, Salesforce, DocuSign, Tax Software is considered an asset.
IFIC course required / Completion of CSC Course, LLQP, or any other industry courses would be an asset.

KNOWLEDGE, SKILLS AND ABILITIES

Ability to take direction and work concurrently with various stakeholders.
Ability to determine priorities and communicate anticipated completion times.
Strong and professional verbal and written communication skills
Maintains a professional and client service-driven approach, going above and beyond for our clients
Actively takes on responsibilities
Helpful, encouraging, and supportive. Focusing on collaboration and team success
Ability to maintain a high level of accuracy and strong attention to detail

Job Type: Full-time

Salary: $70,000.00 per year

Additional pay:

Bonus pay

Job Types: Permanent, Full-time

Pay: From $70,000.00 per year

Benefits:

Dental care
Extended health care
On-site parking

Flexible language requirement:

French not required

Ability to commute/relocate:

Vernon, BC: reliably commute or plan to relocate before starting work (required)

Education:

AEC / DEP or Skilled Trade Certificate (required)

Experience:

Investment/Financial: 2 years (required)

Licence/Certification:

IFIC/CSC (required)

Work Location: In person

Quick apply

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financial advisor jobs in vernon bc

Associate Investment Advisor

Senior Financial Advisor

Financial Advisor, Investment & Retirement Planning - Vernon, British Columbia

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