Level 1 (Client Service Specialist)
Cambridge, Ontario

The most exciting parts of this job:

🥰 Joining a work family that legit cares about one another.
The #StewCrew is tight. Our office is warm, chill, and positive. We’ll celebrate your birthday, include you in conferences, introduce you to all of our clients, hug you when you’re sad, etc. Our culture is our magic, so we’re looking for chemistry and fit ahead of technical skills. If you’re chosen for an interview, it’s SUPER important that you come as you are, because we need to make sure we vibe. You would be joining the best group of people you could meet, and we can’t afford to mess with that.

🤗 You matter to us as a human.
When something comes up in your life that takes priority over work, just tell us about it, and we’ll work around it! Whether that’s your kid’s school concert, a weird mole you need checked out, or you’re experiencing an emergency with your pet. Life’s moments are important and it’s not for us to decide what those important moments are for you.

💖You get paid to care about people!
At Steward Group, the main priority isn’t reaching some yearly target for a faceless corporate entity. Sure, we have goals we strive to meet/exceed, but that’s not why we’re really here. We’re here to make our clients feel better than they did before they met us. Your role will play a key part of that mission.

👟 We’re casual.
You don’t have to dress business unless you want to! And sometimes we do like to coordinate outfits for special occasions, because it’s fun. We’re about being real and authentic because we know that when people are comfortable, they do their best work. We dress to demonstrate our respect of our clients that visit us, we take them seriously. We also want our clients to feel at ease.

Who we are…

🔥Steward Group exists to guide wealth for good. We know our stuff, yes, but we’re not just about numbers and spreadsheets. We’re about people, stories, and making dreams come true. It sounds corny but it’s true.

🙌The #StewCrew is dedicated to providing excellent financial planning services while fostering a collaborative, happy work environment. We’re looking to add a growth-focused Client Service Coordinator to our family.

Where you come in …

As a Client Service Specialist, your primary focus will be to get the work done that is needed for and by the clients. You’re basically the front lines of personal attention. You’ll also provide support to advisors and collaborate with the team on firm-wide projects.

What you’ll be doing…

💌 Client Care Extraordinaire:

• Being nice to people (obviously)
• Gathering client data and entering it into financial planning software and our CRM
• Maintaining that client data
• Answering the office phone as backup
• Identifying new opportunities within client experience
• Learning the history and stories of our clients
• Actioning the work to do and ensuring the workflow system accurately reflects the progress
• Staying up to date with industry rulings and policies and adhering to those rules

🤜🤛 Contributing to The Team:

• Being nice to people (yes, we said that already, but it is important)
• Being a great teammate
• Understanding and aligning to the firm’s vision, mission, and values
• Engaging in team building activities and making an honest effort to integrate into the team
• Managing the execution of tasks on behalf of Advisors and Associates
• Sharing knowledge and experience to enhance the development of all team members
• Onboarding and training new client service team members
• Building effective working relationships at Steward Group and with individuals at head office
• Maintaining a high level of client service standards
• Cooperating within a culture of open and honest communication
• Actively participating and cooperating in team meetings
• Encouraging new ideas and process improvements
• Committing to professional and personal development opportunities

❤️ Core Engagement Expectations:

• Being present, adding value where you see opportunities to do so
• Following up with clients and engaging with them pre- and post-meeting as required
• Supporting the team by creating and updating SOPs and workflows for improved efficiency and simplification
• Working through and sharing improvements to processes for team adoption
• Opening and distributing mail
• Performing banking duties
  Accepting completed forms from clients
• Referring clients or prospects to an Advisor for further discussion
• Inputting data into appropriate forms and the Client Onboarding system from existing paperwork on file (once signed by client and advisor).
• Certifying the true copy of an original document
• Performing due diligence on clients as part of anti-money laundering requirements
• Receiving/releasing cheques
• Supporting basic case requests and office engagement
• Tending to front office duties
• Fulfilling account requests
• Providing proactive support to your team members
• Sharing ideas
• Recommending ways to provide additional value to clients and to increase operational and team efficiencies

🤓 Skills in Development for Career Growth:

• Analyzing, and presenting reports with insight to share with leadership to demonstrate initiative and understanding
• Expert use of software used by Steward Group
• Effective client communication

What you bring to the table…

🤩 Qualifications we’re looking for:

• 3-8 years of customer service experience
• Excellent verbal and written communication skills
• Strong time management skills

What we bring to the table…

🤑We offer competitive compensation and benefits. We’re also committed to helping you develop your expertise in professional and personal skills.

👩‍❤️‍👨 And most importantly, you’ll be part of a team that cares about you and our clients as people and not numbers. We believe in teamwork, team building, and having a little fun along the way as we work to make the world better by guiding wealth for good.

Cambridge, Ontario

The most exciting parts of this job:

🥰 Joining a work family that legit cares about one another.
The #StewCrew is tight. Our office is warm, chill, and positive. We’ll celebrate your birthday, include you in conferences, introduce you to all our clients, hug you when you’re sad, etc. Our culture is our magic, so we’re looking for chemistry and fit ahead of technical skills. If you’re chosen for an interview, it’s SUPER important that you come as you are, because we need to make sure we vibe. You would be joining the best group of people you could meet, and we can’t afford to mess with that.

🤗 You matter to us as a human.
When something comes up in your life that takes priority over work, just tell us about it, and we’ll work around it! Whether that’s your kid’s school concert, a weird mole you need checked out, or you’re experiencing an emergency with your pet. Life’s moments are important, and it’s not for us to decide what those important moments are for you.

🤝 Cooperation over competition.
Our advisors don’t compete for clients or argue over commissions at Steward Group. Everyone is paid a salary, and we work together to give our clients the very best of all of us.

👟 We’re casual AF.
You don’t have to dress up for the office unless you want to! And sometimes we do like to coordinate outfits for special occasions, because it’s fun. We’re about being real and authentic because we know that when people are comfortable, they do their best work. Plus, our clients are also coming to the office dressed in sneakers or work boots, and it’s important for us that everyone is at ease here.

Who we are…

🔥Steward Group exists to guide wealth for good. We know our stuff, yes, but we’re not just about numbers and spreadsheets. We’re about people, stories, and making dreams come true. It sounds corny, but it’s true.

🙌The #StewCrew is dedicated to providing excellent financial planning services while fostering a collaborative, happy work environment. We’re looking for a Lead Service Advisor who’s ready to join our family and grow with us.

Where you come in …

🧑‍🎤As a Lead Service Advisor, you’ll be a behind-the-scenes rockstar of our team. Your job will be to support to deliver exceptional service to our clients and support others on the team with the work we are doing to improve our service and client experience.

We’ll consider you the glue that keeps things together around here.

You’ll be organizing, implementing, and digging deep into financial plans to make sure clients feel seen, supported, and confident on their path forward with us.

What you’ll be doing…

💌 Client Care Extraordinaire:

• Being nice to people (obviously)
• Reviewing, changing and presenting financial plans to clients
• Providing mentorship, support and instruction for associate advisors and planning roles
• Lead client meetings, delivering presentations, and answering questions
• Provide mentorship and encouragement to associates for taking on parts of the client meetings
• Performing asset allocation analysis necessary for client onboarding and portfolio reviews
• Participating in the investment council meetings to learn about the philosophy behind the models used by Steward Group and to provide input and direction for client’s needs
• Creating custom analyses of financial decisions
• Preparing presentations and other materials necessary for client meetings
• Performing research of investments that clients currently hold or may hold as needed to collaborate with the PMs
• Providing accurate and timely client information and onboarding details for effective client onboarding and experience
• Conducting routine reviews with clients based on service models
• Developing and maintaining loyal client advocacy relationships
• Uncovering new opportunities for our valued clients
• Listening to our clients and getting to know their stories, goals, and dreams
• Staying up to date with industry rulings and policies

🤜🤛 Contributing to The Team:

• Being nice to people (yes, we said that already but it is important)
• Being a good teammate
• Understanding and aligning to the firm’s vision, mission, and strategy
• Engaging in team building activities and making an honest effort to integrate into the #StewCrew
• Training Associates on the policies and procedures, tools and philosophy used by the team
• Assigning projects to Associate Advisors and supervising quality and timeliness
• Coaching and delivering feedback to Associate Advisors
• Ensuring non-solicited trades meet the client’s risk tolerance
• Prospecting and following through on sales leads using the firm’s workflows
• Sharing knowledge and experience to enhance the development of all team members

❤️ Core Engagement Expectations:

• Focusing on client engagement and support to enhance client retention and increase client satisfaction
• Maintaining and engaging client base while also growing as an advisor
• Leading client meetings and providing opportunities for training and mentoring Associate Advisors
• Supporting in marketing and business development efforts
• Attending and contributing to business development meetings
• Aligning with the target market or specialty as defined by SG as a strategic opportunity
• Improving the referral stream through exceptional client service
• Providing explanations with respect to what clients are signing
• Completing the KYC process with clients and providing explanations in respect to what clients are signing
• Performing Know Your Product reviews
• Discussing investment product characteristics, such as fees, liquidity, etc.
• Providing or reiterating investment strategies or recommendations
• Effective client communication
• Expert use of software used by Steward Group

What you bring to the table…

🤩 Qualifications we’re looking for:

• You’re becoming proficient in core financial planning and learning how to handle the majority of client situations
• You’re considering advanced designation/degree or extensive training/expertise in a specific niche
• Canadian Securities Course (CSC) or the new CIRO exams
• Conduct and Practices Handbook (CPH)
• Wealth Management Essentials (WME)
• 3+ years of direct advisory focus
• Stellar communication skills—both written and verbal
• Strong time management and organizational skills
• A genuine passion for helping people achieve their financial dreams
• The desire to be part of a work family who looks out for one another and has each other’s back
• Must be comfortable with people who say the eff word at work a lot

Cambridge, Ontario

The most exciting parts of this job:

🥰 Joining a work family that legit cares about one another.
The #StewCrew is tight. Our office is warm, chill, and positive. We’ll celebrate your birthday, include you in conferences, introduce you to all our clients, hug you when you’re sad, etc. Our culture is our magic, so we’re looking for chemistry and fit ahead of technical skills. If you’re chosen for an interview, it’s SUPER important that you come as you are, because we need to make sure we vibe. You would be joining the best group of people you could meet, and we can’t afford to mess with that.

🤗 You matter to us as a human.
When something comes up in your life that takes priority over work, just tell us about it, and we’ll work around it! Whether that’s your kid’s school concert, a weird mole you need checked out, or you’re experiencing an emergency with your pet. Life’s moments are important and it’s not for us to decide what those important moments are for you.

🤝 Cooperation over competition.
Our advisors don’t compete for clients or argue over commissions at Steward Group. Everyone is paid a salary, and we work together to give our clients the very best of all of us.

👟 We’re casual AF.
You don’t have to dress up for the office unless you want to! And sometimes we do like to coordinate outfits for special occasions, because it’s fun. We’re about being real and authentic because we know that when people are comfortable, they do their best work. Plus, our clients are also coming to the office dressed in sneakers or work boots, and it’s important for us that everyone is at ease here.

Who we are…

🔥Steward Group exists to guide wealth for good. We know our stuff, yes, but we’re not just about numbers and spreadsheets. We’re about people, stories, and making dreams come true. It sounds corny, but it’s true.

🙌The #StewCrew is dedicated to providing excellent financial planning services while fostering a collaborative, happy work environment. We’re looking for a Lead Growth Advisor who’s ready to join our family and grow with us.

Where you come in …

🧑‍🎤As a Lead Growth Advisor, you’re ready to lead and grow. Your job will be to take the reins on client relationships, mentor emerging advisors, hand off client relationships to other team members that are growing and excelling at relationship and advice management, and help shape the future of Steward Group.

You’ll work with clients that have complexity and a deep need for financial advice while you are spending time with business development and new client acquisition.

You’re also a builder of teams, systems, and long-term impact.

What you’ll be doing…

💌 Client Care Extraordinaire:

• Being nice to people (obviously)
• Reviewing drafted financial plans
• Performing asset allocation analysis necessary for client onboarding and portfolio reviews
• Creating custom analyses of financial decisions
• Communicating suitable financial advice for the client’s needs
• Transitioning and accepting client relationships throughout the team of advisors
• Preparing presentations and other materials necessary for client meetings
• Finding and developing loyal client advocacy relationships

🤜🤛 Contributing to The Team:

• Being nice to people (yes, we said that already but it is important)
• Being a good teammate
• Understanding and aligning to the firm’s vision, mission, and strategy
• Engaging in team building activities and making an honest effort to integrate into the #StewCrew
• Mentoring and training colleagues on business development initiatives and relationship building skills
• Prospecting and following through on sales leads using the firm’s workflows
• Sharing knowledge and experience to enhance the development of all team members

❤️ Core Engagement Expectations:

• Leading the majority of client relationships with support only needed for complex situations
• Focusing on client engagement and support to enhance client satisfaction
• Leading client meetings and providing opportunities for training and mentoring Associate Advisors
• Supporting Advising Team by creating presentations and materials for business development meetings
• Supporting Advising Team by creating and updating SOPs and workflows for improved efficiency and simplification as it relates to business development
• Attending business development meetings with Senior Advisors and Principals/Partners and take responsibility for follow-up tasks
• Providing or reiterating investment strategies or recommendations
• Discussing investment product characteristics, such as fees, liquidity, etc.
• Providing explanations with respect to what clients are signing

What you bring to the table…

🤩 Qualifications we’re looking for:

• Proficiency in complex financial advice
• Pursuit of advanced designation/degree or extensive training/expertise in a specific niche
• Canadian Securities Course (CSC)
• Conduct and Practices Handbook (CPH)
• Wealth Management Essentials (WME)
• 5-9 years of direct advisory focus
• Stellar communication skills—both written and verbal
• Strong time management and organizational skills
• A genuine passion for helping people achieve their financial dreams
• The desire to be part of a work family who looks out for one another and has each other’s back
• Must be comfortable with people who say the eff word at work a lot