As an Advisory Associate, you are essential in cultivating client relationships. Your organizational and relationship management skills support the success of you and your Financial Advisor, and the financial well-being of our clients. You have working experience with both investments and credit products and consider yourself a high-touch service provider. In this critical role, you thrive on establishing highly efficient and accurate work processes, and delivering world class client service in one of our unique Financial Spas™.
Employee Type: Full Time
Closing Date: June 28, 2019
Job Category: Retail Sales and Service
Location: Whistler branch
Key responsibilities of this role are:
Builds and maintains a strong partnership with the Financial Advisor by establishing efficient administrative processes and relationship building techniques to ensure portfolio growth and overall work quality.
Audits and organizes mutual fund files for accuracy and completeness.
Meets with clients assigned to the Financial Advisor to provide seamless, client intimate service. Spots opportunities for these clients and processes or refers accordingly.
Uses Client Relationship Management software to maintain client information and communicates any deficiencies to the branch compliance manager or Financial Advisor.
Processes client transactions efficiently and accurately, such as transactions related to new accounts, term investments and registered products. Responds to a variety of client requests.
Performs administration/input of loans/mortgages, credit reviews, reporting, estates, safekeeping, scheduling, data entry, and any other related tasks to portfolio management.
Liaises with other units such as Legal and Lending Services to facilitate prompt, efficient and profitable sales and service.
Completes proactive contacts/calls as assigned.
Administers and completes all files/documentation necessary for estate accounts administration.
Qualifications and Experience
2-4 years progressive experience in the Financial Services industry
Solid understanding of lending and investment practices and procedures
Diploma or Degree in Business Administration
Financial Planning courses an asset
Mutual fund license is an asset
What can BlueShore Financial can do for you?
A Performance Rewards Program which pays a variable cash reward recognizing the achievement of corporate, team and individual goals.
Limitless career development opportunities.
Comprehensive Total Rewards Program including bonuses, pension, flexible benefits and competitive compensation.
Opportunity to work in a world class, award winning organization.
What BlueShore Financial needs from you:
Accountability, in all directions.
“Can do” attitude.
The drive to provide a premium level of service regardless of location or position.
Professional appearance and manner.
Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. Our values unite our organization and are our guiding compass. But it is our exceptional staff that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress. And this level of engagement shows. We've been formally recognized making Aon’s "50 Best Employers in Canada" list eight years in a row and as one of "Canada's Most Admired Corporate Cultures" in Canada by Waterstone Human Capital.
From the moment you walk into one of our Financial Spas™, you’ll know you’ve arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you’ve experienced. We embrace the west coast lifestyle, while providing a premium and sophisticated experience for our clients and employees. You may not recognize us, but we've been serving the lower mainland for almost 75 years! But this isn’t the Credit Union of your childhood. We’re different and better.
Got awards? At BlueShore Financial we are constantly innovating, connecting and improving to deliver exceptional client and employee experiences. As a result, we have grown to become an award winning organization, garnering both local and national attention for our progressive practices.