Associate, Bailey And Associates, Calgary - Ab

The Client Servicing Associate Opportunity

As an Associate, you will support Brandon Bailey and his team with his financial planning practice; primarily on client servicing. This career is both challenging and rewarding! Investors Group Associates have the advantage of the industry’s best training and support; we’re excited to welcome you to explore the opportunity we offer.

Your responsibilities will include, but are not limited to:

• Processing new business including completing and submitting applications
• Assist in the preparation of a prospect or client file prior to meetings
• Gathering and inputting client data into financial planning software
• Interact with clients daily through incoming client calls, meetings on and offsite, execute trade orders and provide information on products, services and strategies
• Review client accounts, execute trade orders, maintain account lists, track client documentation, and explain product, services, and strategies to clients directly
• Utilize our in-house administrative and At-Your-Service (AYS) team to carefully onboard new clients and service of our existing affluent client base
• Update clients’ plans, monitor, and evaluate as circumstances change

To qualify for this opportunity, you should possess:

• Demonstrated experience in the Financial Services industry
• Strong computer skills in the MS Office Suite (Outlook, Word, Excel, Power Point)
• Customer service orientation, with a demonstrated ability to professionally interact with clients, both on the phone and face-to-face
• Strong verbal and written communication skills
• CFP, CLU, or RRC qualification would be a huge plus
• Completion of IFIC or CSC
• Life License Qualification Program (LLQP) completion or someone working towards their LLQP
• Excellent organizational and time management skills, with the ability to quickly adapt to ever-changing priorities/time restrictions

You should also have the following attributes:

• Problem solver with an ability to anticipate and understand future steps necessary to accomplish tasks
• Demonstrated track record of helping clients achieve positive outcomes
• Self-starter who takes initiative and can work independently
• Flexible and willing to adapt and evolve
• Good listener

The Benefits

• Clear growth track to support you as a long-term contributor to the practice
• Flexible time-off and ability to work in a hybrid working environment
• This opportunity offers a fixed earnings range of $50,000 - $80,000 in addition to performance incentives

About Bailey And Associates

Brandon has been in the financial services industry serving high net worth Canadian families and businesses in Alberta and BC for over a decade. Since 2008, we've been helping business and individuals safeguard their assets and plan for the retirement they want. For more information, please visit IG Wealth Management - Bailey & Associates (baileyandassociates.ca)