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Job Location | Windsor |
Education | Not Mentioned |
Salary | Not Mentioned |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent |
Wealth Sales AssistantPosition SummaryThe incumbent will be an employee of Credential Financial Strategies and will report to the on-site Sr. Wealth Consultants.This position is responsible for working closely with the Credential Securities Inc. Wealth Consultants/Senior Investment Advisors and WFCU Credit Union members in Windsor, Essex (and surrounding area) to create sales opportunities and support new and existing relationships. They will assist in growing and managing the Advisory Practice by providing effective client service and contributing to business development activities.This position provides administrative and office support services to the Credential Securities Inc. Wealth Consultants/Senior Investment Advisors. In addition, this position is responsible promoting services of WFCU Credit Union and Credential Financial Strategies in the community.Key Responsibilities