Job Description & How to Apply Below
As part of the advisory team, you will manage client accounts while delivering tailored investment services. Your experience of over 3 years allows you to create detailed financial plans and ensure exceptional service delivery. You'll also mentor team members and foster a professional environment that encourages collaboration and quality improvement.
Key Responsibilities:
• Manage a diverse client base understanding unique needs
• Provide comprehensive investment advice across various products
• Develop high-quality wealth plans through detailed processes
• Exercise judgement in independently resolving client issues
• Mentor team members in client service best practices
Requirements:
• Bachelor’s degree or diploma with 3 years relevant experience
• Must achieve and maintain CIRO Registered Representative license
• Optional designations: CIWM, CFA, CIM, CFP favorable
• Robust knowledge in investment and wealth management
• Strong interpersonal and communication skills essential
Contribute to a supportive team while enhancing client experiences and driving portfolio success at every level.
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Position Requirements
10+ Years
work experience
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