VERNON OFFICE

FINANCIAL ADVISORS NEEDED

Equuis Wealth Management is looking for extraordinary financial advisors.

Contribute your full potential in the financial services industry.
Be part of a respectful, supportive business environment

If you love the process of positively influencing Canadians to meet their financial goals with integrity.

Contact us.

Qualification

• motivated, commited and have an entrepreneurial sprit.
• licensed in mutual funds, life, accident and sickness insurance.
• participate in ongoing education.
• work actively with other professional experienced advisors.

Please send your resume to:

Equiis Wealth Management Inc. - affiliated office to Customplan Financial Advisors Inc.
3301 Coldstream Ave. Vernon, BC V1T 1Y1
email: hr@equiis.ca

Investment Services Administrator – Job Description (Job Posting #25032011)

This is a full time position with two direct reports: the Office Manager and Senior Advisor. The Administrative Assistant is responsible for understanding and facilitating a friendly and efficient work environment, establishing and maintaining positive working relationships with clients, brokers, suppliers and staff and representing the firm with a professional service-oriented attitude. The ideal candidate will be goal-oriented, have excellent attention to details and the ability to prioritize tasks. You are an excellent communicator as this position requires frequent interaction with clients, brokers, peers and suppliers. You are accurate, timely and efficient.

Qualifications:

• Processes daily trades for segregated funds via Virtgate
• Processes daily trades for PIP mutual funds via Univeris
• Maintains abeyance system for accurate and timely follow-up of trades for both segregated funds and mutual funds
  
• Maintains files and database
• Handles all routine inquiries and policy owner service work
• Basic administration duties: filing, bulk mailings
• Orders supplies/printed materials and helps maintain the office supply room as requested
• Maintains functionality of office equipment, such as printers and photocopiers
• Assists with reception duties when required
• Supports staff in assigned project based work
• Supports staff during vacation/sick leav
• Other duties assigned by Office Manager and/or Senior Advisor

Education/Experience

• Minimum 2 years office experience
• Mutual Fund Licensed or willingness to obtain license within six months
  
• Life Insurance background an asset but not required
• Post-secondary education in business or finance preferred

Skills/Knowledge

• Highly professional and effective team member
• Contributes to the organization by maintaining a professional, friendly and positive attitude
• Pleasant telephone manner
• Ability to relate to people and put them at ease
• Understands the need for rules and procedures and works within that framework
• Self-motivated and independent
• Strong working knowledge of Microsoft Word, Office Outlook, PowerPoint and ACT database
• Excellent organization and prioritization skills
• Detail oriented
• Excellent written and verbal communication skills
• Ability to maintain strict confidentiality at all times

Please send your resume to:

Equiis Wealth Management Inc. - affiliated office to Customplan Financial Advisors Inc.
3301 Coldstream Ave. Vernon, BC V1T 1Y1
email: hr@equuis.ca