Wealth Management Associate Role

Shape the future of wealth management at First Ontario as a Wealth Associate. Leverage your expertise in investments to enhance members' financial success, working flexibly.

You will be the driving force behind Wealth Connect, tasked with providing tailored investment advice to members. Building relationships and understanding mutual fund goals are essential. You'll actively seek to consolidate assets while nurturing connections with internal partners to fulfill organizational objectives.

Key Responsibilities:

• Identify mutual fund goals during member interviews

• Provide investment recommendations for assets up to $100,000

• Drive sales through proactive opportunity identification

• Ensure accurate documentation of member interactions

• Create and maintain strong member relationships

Requirements:

• Hold a valid Mutual Funds or Securities Licence

• Actively pursuing or completed Responsible Investment Specialist certification

• Knowledge of financial industry trends and mutual funds

• Excellent communication and relationship-building skills

• Demonstrated integrity and independence in working

Become a key player in transforming wealth management experiences at First Ontario.
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