Job Description
Become a Paraplanner at Elite Wealth Management, where client success and tailored financial advice are prioritized. Join a dynamic team focused on personalized service in a full-time office role.
In this role, you will support the financial planning practice by maintaining diligent client records, confirming appointments, and assisting with advisory tasks. Your business acumen will help you compile financial projections and reports, providing clarity and insight. The emphasis is on developing meaningful, trust-based relationships with clients.
Key Responsibilities:
• Maintain client records according to compliance standards
• Confirm client appointments and manage document requests
• Support principal advisor on client inquiries
• Provide administrative and client service support
• Prepare financial analyses and proposals for clients
Requirements:
• Minimum 3 years of experience in financial services
• Post-secondary education background
• Detail-drive...
In this role, you will support the financial planning practice by maintaining diligent client records, confirming appointments, and assisting with advisory tasks. Your business acumen will help you compile financial projections and reports, providing clarity and insight. The emphasis is on developing meaningful, trust-based relationships with clients.
Key Responsibilities:
• Maintain client records according to compliance standards
• Confirm client appointments and manage document requests
• Support principal advisor on client inquiries
• Provide administrative and client service support
• Prepare financial analyses and proposals for clients
Requirements:
• Minimum 3 years of experience in financial services
• Post-secondary education background
• Detail-drive...