Advisor Support Representative - Terra Financial Corp

If you are a highly organized, client-focused professional with an interest in investing, markets etc., we encourage you to apply for this exciting opportunity as an Advisor Support Representative in Cornwall. Join our team and help us provide exceptional service to our valued clients!

Terra Financial is a family-oriented Wealth Management Specialist. Additionally, we provide insurance to protect families and individuals. This position works closely with the President and Vice-President and plays a key role in ensuring seamless client interactions by providing outstanding customer service, addressing financial inquiries, and managing client onboarding and account administration.

The ideal candidate will possess exceptional interpersonal skills and a desire to learn about finances to support both client satisfaction and operational efficiency. This role is critical in maintaining a well-organized, professional office environment while upholding the integrity of financial operations and enhancing the overall client experience.

• Work location will be in our office in Cornwall
• Work schedule is 37.5 hours and will follow the advisors’ hours (rarely requires weekend work). Additional hours may be required for staff relief.

Benefits of working with Terra Financial:

• Competitive compensation and comprehensive benefit program
• Opportunity to grow with the practice and grow in your responsibilities
• Positive culture where team members are valued and respected
• Collaborative team environment
• Support of ongoing professional development

KEY RESPONSIBILITIES

Client Interaction:

• Greet and welcome clients both in person and over the phone, ensuring a professional and positive first impression.
• Act as a representative and liaison for the Financial Advisor
• Respond to client inquiries regarding accounts and financial products, providing clear, accurate, and timely information.
• Address and resolve client concerns or complaints promptly and professionally to maintain client satisfaction.
• Conduct regular account reviews and provide clients with financial updates and tailored recommendations.
• Assist in the onboarding process for new clients, including gathering necessary documents, setting up accounts, and managing related paperwork.

Financial Management & Investing Expertise:

• Prepare and present comprehensive financial reports and statements for clients to provide clear insights into their financial status.
• Must have strong mathematical aptitude.
• Keep a close eye on client accounts, ensuring all transactions and investments are accurately tracked and aligned with their financial goals
• Prepare and deliver clear, comprehensive financial reports and investment summaries, helping clients understand their portfolio performance.
• Proactively identify opportunities to optimize client portfolios and drive better financial outcomes
• Ensure all financial activities are compliant with regulations and company policies while keeping client data secure.
• Assist in managing client contributions, as well as coordinating buys and redemptions efficiently.
• Maintain accurate and up-to-date client records, ensuring full compliance with data accuracy standards and regulatory requirements.

Office Operations:

• Maintain a professional, organized, and welcoming office environment to create a positive experience for clients.
• Very good working knowledge of Excel and Word and have experience with related industry systems.

REQUIRED SKILLS & QUALIFICATIONS

• Language and Writing Proficiency: Excellent verbal and written communication skills.
• Ability to operate independently with minimal supervision
• Proven self starter who takes initiative and works with integrity

PREFERRED QUALIFICATIONS

• A Bachelor’s Degree or College Diploma in Finance, Business Administration, or a related field is an asset.
• A willingness to become licensed eventually with courses fully paid for by Terra Financial

APPLICATION INSTRUCTIONS

Interested applicants are requested to email a resume and cover letter outlining their qualifications to:  tomboros@terrafinancial.ca AND kathleencryderman@terrafinancial.ca