Associate Advisor
Summit Search GroupHalifax, NS30+ days ago
Job descriptionA degree or diploma in Business. Possession of, or progress towards, CIM and LLQP designations. A desire for learning and professional growth. Excellent communication, interpersonal, and client relations skills. Strong analytical and problem-solving skills with a high attention to detail.
Responsibilities :
- Gathering and maintaining client data.
- Entering client information into systems such as financial planning tools and a CRM database.
- Supporting senior advisor and operations team members with all tasks.
- Handling administrative tasks while ensuring compliance with proper procedures.
- Answer routine questions from clients, and process service requests.
- Learn and develop your sales and relationship management skills.
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Associate Advisor • Halifax, NS