Accounting and Finance
Permanent, Full-Time
Vancouver
Job ID#42763
Job Description
Are you passionate about managing client relationships and ensuring compliance with financial procedures? If that resonates with you, we have an exciting opportunity just for you! Join a corporate team as an Financial Advisory Coordinator in the heart of downtown Vancouver.
Key Responsibilities
- Assist with financial and insurance paperwork.
- Coordinate appointments and liaise with partners.
- Process contributions, withdrawals, and recurring payments.
- Remind clients of financial deadlines.
- Provide account summaries and reports.
- Share tax-related and financial product information.
- Prepare meeting agendas and materials.
- Update and maintain client records.
- Document client interactions.
- Support financial review processes.
- Engage clients and schedule meetings.
Qualifications
- Fluent in English (both spoken and written).
- Legally authorized to work in Canada.
- Post-secondary education in a relevant field.
- 1-2 years of experience in financial services, advisory support, or a related area.
- Strong knowledge of insurance products.
- Proficiency in CRM systems and financial planning software.
- Excellent organizational and multitasking abilities.
- Strong written and verbal communication skills.
- Ability to work efficiently in a fast-paced environment.
- Professional, client-focused approach.
- LLQP is an asset.
- The ideal candidate should be willing to pursue financial certification.
What's In It For You
• Competitive pay: $50k - $60k/year • Location: Downtown Vancouver • Competitive perks and pay package. • Chances for professional growth. • Allowance for transit. • RRSP matching following a year of work. • Collaborate with seasoned experts in the financial advising sector.
Salary
$50,000-60,000/year
