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Associate Investment Advisor
Job Description & How to Apply Below
Elevate your career as an Associate Investment Advisor with a top independent investment dealer in Canada. This position emphasizes relationship management and investment strategy implementation across diverse client portfolios.
Your role will involve actively engaging with clients to provide outstanding services while identifying growth opportunities in their financial journeys. Collaborating with the lead advisor, you will manage investment products and ensure adherence to compliance standards. Strong analytical skills will aid in synthesizing data for decision-making.
Key Responsibilities:
• Build strong, trust-based client relationships regularly
• Conduct prospecting for new business opportunities
• Collaborate on managing fee-based and commission portfolios
• Present investment proposals and client reviews
• Accurately execute client trade instructions
Requirements:
• 2–5 years in financial services or investment management
• CIRO-licensed and knowledgeable about various investment instruments
• Excellent communication and interpersonal skills
• Degree in finance or related field preferred
• Experience with tools such as Morningstar and Excel
Leverage your investment expertise and interpersonal skills to make a meaningful impact in this pivotal role.
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Position Requirements
10+ Years
work experience
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