Automotive Finance & Sales Advisor

Job opportunity

Expected salary range

Apply with your own terms

Job status

Temporary

Location

OpenRoad Auto Group
Richmond, BC, Canada

Workplace

On site

Job Description

About the role

Advance your career as a Wealth Management Associate with Vancity Investment Management in Metro Vancouver. This temporary, full-time, on-site role demands a commitment to client satisfaction and relationship building.

You will support Portfolio Managers and ensure smooth operations while engaging with members. Your focus on providing a high-quality experience will help clients navigate their financial journeys and request resolutions. Your member-focused and collaborative spirit will drive Vancity's success in wealth management.

Responsibilities

  • Support onboarding and service for clients promptly.
  • Respond to inquiries and requests via phone and email.
  • Collaborate with administrative staff for client documentation.
  • Input client data relevant to financial and estate planning.
  • Keep accurate CRM records and maintain client files.

Requirements

  • Relevant post-secondary degree in finance or business.
  • 1-3 years in financial services or client administration.
  • Skill in supporting financial professionals in regulated settings.
  • Strong client care and organizational skills.
  • Familiarity with compliance regulations in the finance industry.
OpenRoad Auto Group

OpenRoad Auto Group

Temporary, full-time, on-site Wealth Management Associate role supporting Portfolio Managers and serving members in Metro Vancouver.

Fill the form below to apply for this job

Job offer are open to all, without discrimination and in gender equality.

Throughout the website, gender-specific terms may be used in order to ease the text flow.

Cookies and Privacy

We use cookies to ensure that we give you the best experience on our website.
By continuing to use our site, you accept our cookies policy terms

Advanced settings
Essential cookies

Necessary for the site to function

Performance cookies

Help improve the user experience

Marketing cookies

Used for advertising and analysis