Engage with people, establish their needs, and communicate effectively across various channels. Manage multiple responsibilities, maintain relationships with vendors, buyers, and developers, and provide exceptional client care. Generate and maintain client relationships, follow up on leads, and work with various teams to ensure an efficient process. Be accountable for KPIs and maintain a strong presence in front of a camera.
Work within existing plan sponsor relationships in the education market. In-person and remote with pre-set appointments. Responsible for 403(b) and 457(b) enrollments, retirement and investment counseling, and participant education and seminars. This position is a great opportunity to take your business to the next level.
As a Mortgage Broker, you will connect clients with mortgage solutions and drive business growth, reporting to Wealthsimple’s Principal Broker. The ideal candidate will have a builder mindset, be detail-oriented, action-oriented, and proactive, continuously improving processes and controls while mitigating risk. This role requires managing time effectively and having the potential for growth within the company.
Responsible for working with members of the credit union to help them with their financial planning needs, including retirement planning, income planning, cash flow management, protection strategies, tax planning, and estate planning. Works with store associates to develop a referral strategy so that the Retirement & Investment Services offered by the credit union are made known to the members.