Automotive Finance & Sales Advisor

Job opportunity

Expected salary range

Apply with your own terms

Job status

Temporary

Location

OpenRoad Auto Group
Vancouver, BC, Canada

Workplace

On site

Job Description

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

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

Your member-focused and collaborative spirit will drive Vancity's success in wealth management.

OpenRoad Auto Group

OpenRoad Auto Group

Support Portfolio Managers, engage with members and help ensure smooth operations in this temporary, full-time, on-site role.

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.

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