Investment Advisor

Why First Ontario?

Competitive compensation packages

Top-tier health and wellness benefits, including comprehensive benefits packages, a yearly health spending account and personal spending account

Enhanced mental health benefits through Sun Life and TELUS Health

Exclusive banking benefits

Up to $1000 per year towards professional development

Pension Plan

Flex-work environment

Company-wide Employee Volunteer program (Blue Wave Program)

Employee and Family Assistance Program

Job Overview
The Investment Advisor serves as a key point of contact for current and prospective member relationships, with the focus on growing, managing and maintaining their book of business. This role is responsible for delivering comprehensive wealth management services that meet member needs and increase share of wallet.

Role

Attract, retain, and grow your portfolio by proactively delivering holistic advice and solutions tailored to your members, including HNW individuals. Services may include comprehensive financial planning, retirement income planning, investment counseling, tax-efficient income strategies, risk analysis, and investment asset management.

Build strong relationships by actively seeking introductions and referrals from community partners, centres of influence, and other external contacts to expand your wealth business.

Develop, manage, and implement client presentations, relationship plans, and review processes.

Maintain regular contact with your portfolio to identify opportunities, conduct annual reviews, assess changing needs, and enhance member communication and experience.

Collaborate with external professionals such as attorneys, accountants, and subject matter experts to coordinate service delivery.

Evaluate member portfolios for appropriate channel alignment and facilitate introductions to suitable channel partners when necessary.

Prepare and lead effective member meetings, ensuring a holistic approach that addresses opportunities, challenges, and member needs.

Advocate for First Ontario Investment products and services, clearly communicating their value to current and prospective members.

Demonstrate the impact of services provided by reviewing reports and metrics with members.

Maintain strong working relationships with internal business partners and make quality referrals that support organizational objectives and strategic goals.

Develop and execute strategies to retain existing investment business and consolidate members' wealth assets from other financial institutions.

Stay connected with members through various communication channels and offer flexible meeting options, whether in-branch or at a location of their choosing.

Actively participate in community groups and events to raise First Ontario's visibility and grow your book of business.

Maintain accurate member records and documentation using Dataphile, the dealer record keeping system, planning software (Conquest), CRM (Maximizer), client proposal software (Cap Intel), and other relevant tools.

Prioritize health and safety to ensure the well‑being of yourself and others.

Perform other duties as required.

Required Skills

Possess strong business acumen, supported by a post‑secondary diploma or degree in business, economics, finance, or an equivalent combination of education and experience.

Hold a valid license as a Registered Representative with a CIRO‑member investment dealer, with a minimum of two (2) years' experience as a licensed advisor.

Hold a recognized designation such as Certified Financial Planner (CFP), Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) or be willing to pursue one within the first two years of starting in the role.

Hold a Responsible Investment Specialist (RIS) designation or be willing to pursue within the…