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About the Role

Provide administrative support to the Client Advisory Services Team (CAST) and clients, critical in building, enhancing, and protecting client relationships. Proactively identify sales opportunities, including cross-selling to other divisions.

Responsibilities

• Initiate contact to engage proactively with clients/prospects through various communication channels, to begin or expand on existing relationships using existing contact programs.
• Take inbound calls, responding empathetically to a variety of questions, assisting with financial solutions, and resolving client concerns at first point of contact.
• Build positive rapport and maintain client relationships while working independently and as part of the team.
• Provide centralized administrative support to Certified Financial Planner professionals and/or Senior Financial Advisors, including preparing files for compliance, scheduling and confirming appointments, and compiling client meeting documentation.
• Prepare and submit documentation of financial/non-financial transactions, ensuring accurate completion and timely processing.
• Process trades inbox and incoming client instructions while managing risks by adhering to compliance routines, processes, and controls.

Requirements

• Minimum 2 years of client services experience, ideally in a financial services or sales environment.
• Completion or working towards completing the CSC or IFC certification.
• Post-secondary education in financial services or a related discipline.
• Experience working both independently and in a team environment.
• Flexibility to work various shifts to meet clients’ needs within business operating hours.
• Excellent organizational and time management skills, ability to multitask and meet deadlines.
• Strong communication skills (both written and verbal).
• Knowledge of French is an asset.

Skills

• Client services
• Financial services
• Sales
• Administrative support
• Client relationship management
• Communication (written and verbal)
• Organizational skills
• Time management
• Multitasking
• Meeting deadlines

Location

• Hybrid work environment for those who live within 50km of our Head Office
• Remote arrangements can be made for those living farther away

Work Type

• Hybrid
• Remote

Experience Level

• Minimum 2 years of client services experience

Education Level

• Post-secondary education in financial services or a related discipline
• CSC or IFC certification (completion or working towards)

Salary/Compensations

• $50,000 - $55,000
• Plus annual Short-Term Incentive Plan (STIP) bonus

Benefits

• Health Benefits Plan, including Extended Health, Dental & Vision coverage
• Basic Life Insurance
• Short-Term and Long-Term Disability Benefits
• Employee Assistance Programs
• Defined benefit pension plan (company contribution 6% to 8%)
• Survivor benefits
• Early retirement options
• 3 weeks of paid vacation
• Other leave entitlements
• 2 paid Employee Choice days
• Learning and development support
• Experienced leaders to coach and empower employees
• Supportive colleagues
• Employee-led committees
• Community Care program
• Team building activities
• Optional social events

About the Company

• Owned by the Ontario Secondary School Teachers’ Federation (OSSTF).
• Offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975.
• Recognized as one of the 2024 Best Workplaces™ in the Financial Services and Insurance sector.
• Leverages artificial intelligence (AI) technology to enhance recruitment process.

Equal Opportunity

• Committed to fostering an inclusive workforce that reflects the diversity of our clients and communities.
• Actively seek and welcome applications from all qualified candidates.
• Strive to ensure that all recruiting and selection processes are non-discriminatory and barrier-free.
• If you require accommodation during the selection process, please notify careers@educatorsfinancialgroup.ca.
• Encourage and welcome all candidates to self-identify during the application process.