Wealth Management Assistant

at  Zoho Financial

Join Zoho Financial and start your professional career as a Wealth Management Assistant. We are in the active stages of expansion and are seeking motivated individuals with a passion for connecting with people and shaping financial futures. As an entry-level position, it serves as the first step in our rewarding career path towards becoming a licensed advisor.
Essential Duties / Responsibilities

MINIMUM QUALIFICATIONS

• Knowledge of securities and insurance industries.
• A drive for professional development and a passion for working with people.
• Strong network of personal contacts. (preferred)
• Comprehensive knowledge of topics related to financial planning including securities and insurance products and services. (preferred)

SKILLS REQUIREMENTS - CORE STRENGTHS - SKILL STRENGTHS

• Ability to prioritize and organize tasks in a timely manner.
• Ability to learn, accept, and implement training/feedback.
• Confident, articulate, and professional verbal and written communication skills.
• Exceptional interpersonal and client service skills.
• Excellent organizational skills and attention to detail.
• Strong analytical and problem-solving skills.
• High degree of integrity with the ability to maintain confidentiality.

PROMOTION REQUIREMENTS

• Successfully demonstrating Client Onboarding skills with supervisor’s recommendation for promotion.

Benefits Summary

• Competitive Compensation
• Comprehensive Health, Dental and Vision Insurance
• Life and Disability Coverage
• Paid Time Off and Holidays
• 401(k) Matching
• Eligible Profit Sharing
• Career Development, Mentorship and Education
• Insurance and Health Licensing for advisors only
• Team Events and Parties
• Achievement Awards and Trips
• Insurance and Health Licensing
• Career path offers Work from Home options

Job Type: Full-time
Pay: $20.34-$23.15 per hour
Expected hours: 40 per week

Additional pay:

• Bonus pay
• Commission pay
• Retention bonus
• Signing bonus
• Tips

Benefits:

• Commuter benefits
• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• RRSP match
• Tuition reimbursement
• Vision care

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Experience:

• financial planning: 1 year (preferred)

Work Location: In perso

• Study and become fully licensed within 2-months (8 weeks) of becoming a Wealth Management Assistant.
• Actively utilize training/study materials with a strict adherence to the step-by-step licensing process.
• Begin hands-on training after obtaining licenses.
• Training consists of: Provide support to the Team through client service calls, preparing for client meetings, observe and take notes during client meetings, and update notes in appropriate software.
• Learn our processes: prequalifying, discovery interview, presentation, implementation, referrals, service, and planning.
• Learn and understand our best practices, products, communications, and phones.
• Learn and show proficiency with Solutions Platforms and Technology Platforms.
  Requirements