Location
London, ON | Canada
Job description
KEY ACCOUNTABILITIES:
- Manage the advisors’ agenda, book appointments and prepare for client meetings
- Prepare KnowYour-Client (KYC) and account opening documents for clients
- Proactively make calls to clients and schedule meetings and reviews with advisor. You will help with the administrative aspect of tracking client meetings and interactions
- Follow up with other financial institutions to help facilitate the successful consolidation of external assets being transferred to Sun Life
- Foster and participate in a work environment that values people, invites creativity and celebrates learning
- Build client plans using a holistic approach to help them achieve their goals
- Maintain required license, compliance of ethical behaviors and conformity with corporate policies, industry standards and legal regulations
- Deliver an exceptional client experience for current and potential clients according to our service model.
- Help create a smooth, efficient and compliant office
- Must pass Canadian Investment Funds Course within a reasonable time frame and get mutual funds licensed
- Experience in the insurance and investment industry an asset
Part Time - 25 Hours per week
Salary Range: $19/hour to $22/hour
Expected Start Date: February 15, 2024
Work location: In Office (London, ON)
Please email resume to
[email protected]
Job tags
Salary
$19 - $22 per hour
