Financial Service Assistant - Wealth (Contract)
Location
London, ON | Canada
Job description
Career Opportunity
Libro is growing – and Libro is hiring.
Our expansion plans include a series of new hires across southwestern Ontario. Take a look.
Who We Are
Imagine working for an organization where every employee and customer is an Owner.
No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people like you prosper. We recruit and develop experts like you; Epic Humans who are ready to offer the best possible advice, coaching and service, when and how our Owners need it.
Libro is a progressive employer who invests heavily in the development and career ambitions of our staff. Our hiring philosophy is focused finding candidates who carry a positive attitude, a desire to learn, and a passion for helping our Owners grow financial confidence. We commit to teaching and supporting you as you learn the skills you need.
What Opportunity Awaits?
Libro is on the quest for a passionately accountable Financial Service Assistant - Wealth (FSA) supporting our wealth teams across Libro.
The FSA Wealth assists our wealth team by providing customer/Owner and administrative support. Their focus will be on the accurate and detailed processing of information, forms, and documents. The successful candidate will have a strong knowledge relating to mutual funds and other investment products and services. This individual is also be responsible for working closely with all team members to identify and refer opportunities within all segments
This position is eligible for Libro's work from home program. Successful candidates should be located within Libro's service area in southwestern Ontario.
- The contract will end June 2025.*
What you will do - The Epic Human we are looking for will;
Provide proactive service follow up to appropriately fulfill customer needs and expectations.
Identify customer cues and refer opportunities to appropriate specialists in order to match the right expertise to the customer's identified need(s).
Develop collaborative relationships with internal teams & business segments to effectively service Libro’s customers and grow business.
Participate in promotions and location campaigns to build Libro’s brand.
Work with their Libro Coach to identify activities and set goals to support business plan success.
Provide regional teams with wealth sales support including documentation, appointment preparation and reports to allow sales team to focus on proactive activity.
Comply with established Libro & regulatory policies, procedures & processes to effectively and accurately serve customers needs.
Make smart risk decisions that protect our customers & Libro.
Have 1 - 3 years’ experience in a customer service environment.
What is in it for you - How we bring Joyful in our work : Competitive salaries and employee pension plans.
Comprehensive benefit package including health, dental, and vision - with all premiums fully paid by Libro!
Generous vacation time.
Employee wellness programs.
Staff accounts and staff rates on products and services.
Staff appreciation programs and awards.
Career development opportunities including tuition assistance.
A number of other great perks and rewards; fitness club discounts, technology offers, travel and entertainment deals, just for being part of our great team!
Are you Ready to Be Libro?
If you're passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in Southwestern Ontario - we want to hear from you!
With a purpose beyond profit, Libro Credit Union is proud to be a Certified B Corporation, joining leaders of a global movement of people using business as a force for good. Serving families, farms, and enterprises in southwestern Ontario, Libro offers an inclusive, forward thinking approach to banking – all centered on growing prosperity. Libro pursues its purpose through four key pillars – employment, financial resilience, local food accessibility, and housing.
Libro is committed to fostering a safe, healthy, and inclusive work environment that inspires respect. As an inclusive employer we are committed to providing a fully accessible recruitment process. Email us at [email protected] any time during the recruitment process to let us know what supports you may need to be successful.
Job tags
Salary
