Wealth Sales Assistant - Partner - Affinity Credit Union

Wealth Sales Assistant GP Financial Services Aviso Wealth Affinity Financial Strategies

This position is responsible for working closely with the Senior Wealth Advisor to create sales opportunities and support new and existing relationships. They will assist in growing and managing the Advisory Practice by providing effective client service and contributing to business development activities. This position provides administrative and office support services to the Senior Advisor.

Key Responsibilities

Provide proactive client service with a problem-resolution focus and attention to details

Liaise with various departments for execution where necessary.

Respond to client account inquiries and remain accountable to follow-up as required.

Help build and execute business plans client segmentation and client service plans.

Use in-depth knowledge of products and services to identify new opportunities within the existing client base

Coordinate/Participate in client meetings and events with the Investment Advisor and clients/prospects: help determine agenda and key topics prepare documentation execute post-meeting work.

Maintaining a good understanding of client profiles and corresponding investment strategies

Prepare analyze and present reports and recommendations

Assist the advisor in developing investment and financial plans

Proactively recommend team and business process improvements

Adhering to regulatory policies by staying up to date with all industry rulings and policies

Ensuring all client interactions are accurately documented

Support Advisor with both conventional and digital marketing programs including the development approval and implementation

Supporting practices to ensure administrative processes are streamlined

Facilitating a culture of open and honest communication

Actively participating and contributing to team meetings

Encouraging the generation of new ideas and approaches

Sharing knowledge and experience to enhance the development of all team members

Identify and execute opportunities among existing client base for asset consolidation referrals etc.

Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.

Other duties as assigned

Knowledge Skills & Attributes

Excellent written and verbal communication skills

Analytical and problem-solving skills

Strong organizational and time management skills

Growth-oriented with ability to take initiative and work independently

Understanding of industry and firm compliance regulations

Relevant sales and marketing and communication experience

Excellent customer service and community involvement

Passion for putting clients first

Education and Experience Requirements

Relevant industry experience preferred

Other preferred education

Post-secondary education in business accounting or finance

Canadian Securities Course (CSC) Conduct and Practices Handbook (CPH)

Life Licensed or willing to be Life Licensed

The successful candidate will benefit from the following:

Opportunity for career progression into a Wealth Advisor role

On-going training coaching and education

A pleasant and professional working environment

Base salary plus bonus program

For more information on GP Financial Services please visit their website at:

To apply:

Send Cover Letter and Resume to the following:

Mutual funds and other securities are offered through Aviso Wealth a division of Aviso Financial Inc. Affinity Financial Strategies is a program provided by Aviso Insurance Inc. offering financial planning life insurance and investments to members of credit unions and their communities. Affinity Financial Strategies is a trademark of Affinity Credit Union used under license by Aviso Insurance Inc.