Financial Advisor Assistant at Plena Wealth, Kelowna

Advance your career in the investment industry with Plena Wealth of Raymond James Ltd. as a Financial Advisor Assistant. This key role focuses on team support, process development, and client experience enhancement.

As a Financial Advisor Assistant, you'll be part of a driven team ensuring outstanding service delivery. Your responsibilities include developing efficient processes, supporting marketing initiatives, and assisting Financial Advisors to grow their business. With your focus on detail and excellent interpersonal skills, you will help refine the service offering and engage in team development.

Key Responsibilities:• Develop processes for best practice client experiences • Review and refine service offerings continuously • Provide coverage for team member absences • Support marketing initiatives including social media • Assist in strategizing email campaigns

Requirements:• Minimum 5 years investment industry experience • IR Licensed or completed Canadian Securities Course preferred • Proficient in MS Office applications • Strong communication skills and customer orientation • Ability to handle confidential information effectively

Leverage your investment experience and contribute meaningfully to the team at Plena Wealth, driving superior client service standards. #J-18808-Ljbffr