CH Financial Ltd. Looking for Investment Associate at Calgary, Alberta, Canada Full Time

Company Description

CH Financial Ltd. is a professional financial planning firm that provides proactive problem solving and exceptional service. Our team is made up of professionals with experience in wealth planning, tax, financial planning, insurance and legal disciplines.

Role Description

This is a full-time on-site role located in Calgary, AB for a Wealth Planner Associate. The Wealth Planner Associate will be responsible for preparing working collaboratively with our back office, preparing paperwork for client meetings, and helping clients with technical support. The Wealth Planner Associate will work with a team of professionals to provide exceptional service to our clients.

Job Description:

•     Process and follow-up on security transactions transfers and account openings;

•     Manage incoming and outgoing phone calls with clients;

•     Foster and support client relationships;

•     Open accounts and manage all documentation requirements;

•     Update accounts and create meeting reviews;

•     Foster and support client relationships by liaising with clients, responding to requests, and proactive problem-solving;

•     Be involved in preparing correspondence and reports;

•     Maintain Wealth Planner files and other general office duties.

•     Assist with tax preparation and planning

•     Assist with data entry for financial plans

•     Perform project-based work

Qualification:

• A minimum of 2 years of investment industry experience or post-secondary equivalent;

• Completion of the Canadian Securities course as well as the Conducts and Practices Handbook; preferable but not required.

• An insurance license is an asset but not required

• Experience with CRM-type systems

• Superior customer service skills;

• Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook)

• The ability to handle confidential information;

• Excellent verbal and written communication skills;

• The ability to work in a team environment and demonstrate a professional and friendly manner;

• Strong organizational and problem-solving skills;

• Meticulous attention to detail, ability to work under deadlines

Please email your cover letter and resume to [email protected]. Please include an answer to the following question: if you were a dog, what type of dog would you be?