#Wealth tracker holliswealth professional

Modern work environment, that includes the ability to work in a both in a professional office & virtual work environment providing a flexible and safe workplace.

Entrepreneurial culture that promises personal growth and development.

Strong total compensation package, with a competitive base income, additional bonuses and rewards based on achievement of key performance metrics.

Review client accounts, execute trade orders, maintain account lists, track client documentation, and explain product, services and strategies to clients directly.

Manage and support social media and digital presence.

Develop new client relationships and appreciation programs.

Prepare presentations and concept pieces for use in implementing financial planning strategies.

Identify new business opportunities for existing clients as well as the clients already in the practice.

Support all business development and marketing activities and strategies.

Provide financial planning support to the IG Wealth Management Team.

Opportunity to build and be rewarded for your leadership.

Professional Development, Education and Digital Support for practice.

Front of the line access to IG Wealth Management Support including the Advanced Financial Planning Team and Private Client Support and Practice Management Team.

You must be a self-motivated and disciplined individual with an entrepreneurial spirit who has a passion for business development and client service. We have been in practice for over 35 years in association with Investors Group Financial Services Inc.Дrawing on previous experience, you will be responsible for team management, practice marketing, client-centric support and office management.

#Wealth tracker holliswealth full

We provide a full range of financial products and full services financial planning to families, entrepreneurs, professionals and business owners in the Timmins and surrounding areas. The Timmins IG Wealth Management Team is a Wealth Management leader in Northern Ontario. This is a full-time position, offering a competitive compensation Strong computer skills with the MS Office Suite (Outlook, Word, Excel, Power Point) and experience with a contact relationship management system Д¬ustomer service orientation with a demonstrated ability to interact professionally with clients both on the phone and face-to-face Дiscretion and ability to organize and prioritize multiple tasks under tight deadlinesДЄpplicant must be bilingual (French and English) Minimum 3 years administrative experience preferably in the financial services industry Regulatory/Compliance tracking and follow-up.ДЄdministration Diploma or other Post-secondary degree in a relevant discipline or equivalent experience Preparing and maintaining client files, paperwork, and meeting notes Processing/reviewing daily business transactions regarding client accounts and managing/updating client databases Sorting/distributing incoming mail and maintaining and updating email correspondence

#Wealth tracker holliswealth software

Provide support on financial planning software including the development of written financial reports for prospects and clients Provide full administrative support to a large financial planning practice including but not limited to the following: You must be a self-motivated, highly organized individual with an ease for communication and a passion for client service. We provide a full range of financial products and services to families, entrepreneurs, professionals and business owners in Ontario and have been in practice for more than 40 years.Дrawing on previous experience in an administrative role, you will be responsible for providing complete administrative support in the execution of the practices business plan while operating in a fast-paced, confidential, multi-tasking environment. Richard Larose and Darcy Larouche, Certified Financial Planners with IG Wealth Management, are currently seeking a full-time administrative assistant for our practice.