By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

Responsibilities

• Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
• Effectively manage incoming communications from clients, Advisors and other internal and external partners.
• Assist the Advisor team in welcoming and onboarding new clients.
• Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
• Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
• Follow up on client trades to ensure proper settlement and delivery
• Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

Requirements

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) or Canadian Investment Regulatory Exam (CIRE)
• Investment Representative (IR) Licensed
• Strong skills working with business applications/technology, including Microsoft Office Suite
• High quality time management and organization skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry is an asset

Benefits

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• An opportunity to make a difference and have a lasting impact on the lives of others
• Work in a dynamic, collaborative, progressive, and high-performing team
• The chance to work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Data by YubHub.

Compensation: $20.00/hour CAD base wage + uncapped instant commission. Average On-Target Earnings: $36.00/hour CAD ($74,880/year equivalent).

Key Perks

• Instant Commission: Track your performance in real-time and get paid into your Neo App the moment a customer signs up using your link.
• Flexible Scheduling: We offer customizable full-time and part-time schedules tailored to high-performing, sales-driven individuals.

What We Are Looking For

• A strong motivation to earn money and hit performance targets.
• Enthusiasm for sharing financial products and technology within your local community.
• Ability to travel to various event locations across your city.
• Previous experience in direct sales, door-to-door sales, retail, telemarketing, or marketing is an asset.

Working at Neo: The people who thrive at Neo are resourceful, growth-oriented, and driven to win. We hold ourselves to high standards because we’re on a mission that matters: to build a more rewarding financial future for all Canadians.

Job Data by YubHub.