Kickstart your financial career as a Financial Planning Associate in Winnipeg, Canada, focusing on exceptional client service and proactive appointment management. Enhance your skills in a supportive environment dedicated to client success.
This full-time role involves being detail-oriented and client-focused while managing various priorities effectively. You will proactively book appointments for Financial Planners and support client needs while tracking progress against sales goals. Your role will also require accurate documentation and due diligence in operations.
Key Responsibilities: • Make proactive calls to schedule client appointments • Identify and track opportunities for client referrals • Provide first-hand support for client inquiries accurately • Maintain detailed documentation and follow-up processes • Commit to improving knowledge and client service skills