Advisor Assistant

About us
Precedence Private Wealth not only manages your investments but also takes a comprehensive approach that ensures you maximize each and every aspect of your finances.*

Advisor Assistant
Compensation:
– Annual Salary Range – $50,000 – $80,000 (depending upon experience and skillset)
– Full comprehensive health and dental benefits package, matching Retirement Savings Plan

Candidate Qualities:
There is an opportunity to join a fast-growing and innovative financial planning firm. We serve clients throughout Canada in all areas of wealth management and full financial planning including insurance, debt planning, accounting and tax advisory, as well as investments alongside Precedence Capital.

The successful candidate will have strong and professional communication skills as well as vast experience within different technology and software solutions.

Strong organization and management skills are a requirement as this candidate will support the fast-paced workload of onboarding and serving existing clients

Location:
The location of the candidate need not be local to Saskatoon. Times have certainly changed and we would be excited to welcome anyone who would fit the needs of our firm from another city or province.

Duties:
– Assisting with client service needs and incoming inquires
– Supporting initiatives of the financial planning team, tax division and investment division
– Supporting documentation and preparation of new investment accounts through the Precedence Capital division
– Additional compensation for those who have the ability to guide clients with specific needs such as savings, tax, insurance and debt
Additional compensation for those of have the ability to review completed financial plans and communicate and guide clients on the service and implementation of their financial plan and strategies
No sales are required whatsoever. Merely looking for an individual who is eager to assist clients with a strong, dedicated approach within a supportive and administrative role

Job Types: Full-time, Permanent

Salary: From $50,000.00 per year

Benefits:
-Dental care
– RRSP match
-Vision care

Schedule:
– 8-hour shift
– Monday to Friday

To apply for this job email your details to info@precedencewealth.com.