Reach new heights and make a difference

Financial Health Partners coaches and advises business owners, professionals and their families to prepare for life’s events through financial planning. As a dynamic, engaged and trusted partner, no other employer in the financial planning and investment space will offer you the unique opportunity to work in a locally owned boutique firm with the objective of providing a phenomenal client experience.

Join our great organisation and be part of a team where you will have the opportunity to develop your career, make our clients feel great about dealing with us, innovate with purpose and execute with an impact.

What you will do

As the Client Experience Representative (CER) you will be FHP’s brand champion, relationship builder, and leading our client care program. This means that you will be working with and through others, building and maintaining relationships with our clients and working closely and accurately, upholding our philosophy that ‘’the client is our most valuable asset’’. More specifically, you will develop and foster client relationships through professional, courteous, and efficient service from onboarding of new clients and throughout their business relationship with the company.

As part of the role, you will work collaboratively with the Partners and the Client Investment Associate to support the day-to-day transactional and administrative activities and participate in improving and growing the business. You may perform administrative duties and basic financial functions, but their main role is to reinforce our client centric culture.

What you need to succeed

We are looking for a client service oriented person who is a strong team player and actively participates in achieving team goals and who can plan and organize work, anticipate and adapt to different clients’ needs, ask for clarification when required and react quickly to change.

Your education and experience

  • A minimum of a college diploma, preferably with a focus on subjects such as retail, hospitality, office administration, administrative assistant or business administration or other related discipline, or an acceptable combination of education, training, and/or relevant work experience.
  • A minimum of 5 years of relevant work experience providing client care experience working with the public.
  • Experience providing administrative support services.
  • Advanced knowledge of Microsoft suite, including Outlook, Visio, Excel, Word and PowerPoint.
  • Strong written and oral communication skills can write clearly and grammatically correct short documents and can convey straightforward messages with tact.
  • Assets:
    • Licensed or ability to be licensed (life insurance and mutual funds)
    • Experience with CRM
    • Background in the financial services industry
    • Project Management Professional or hospitality certifications
    • Ability to work in both official languages.

What you can expect from us

This is a great opportunity to join a leading organization and be part of a high-performing team. We offer a competitive compensation and benefits package designed to meet your needs at every stage of your life and career.

To apply for this position, please send your resume and cover letter to pierre.cote@stratfordmanagers.com . In your cover letter, describing why you feel you would be a great fit for this position and our organization.