Key skills
Communication
About this role
Role Overview
- Support the lead Investment Advisor (IA) by delivering advice and planning support
- Manage the client base and understand their needs
- Provide high quality investment advice across various products
- Demonstrate financial planning expertise to produce quality plans
- Solve moderately complex problems and perform tasks independently
- Oversee projects and provide mentorship
- Implement continuous improvement and monitor service quality
Requirements
- Undergraduate Degree or Community College Diploma with over 3 years of experience in wealth management
- Licensed with Canadian Investment Regulatory Organization of Canada (CIRO) as a Registered Representative (RR)
- Required to complete Wealth Management Essentials (WME) within 18 months of start date
- Insurance licensed (LLQP) or willingness to obtain within 1 year
- Optional: Certified International Wealth Manager (CIWM), Certified Financial Accountant (CFA), Chartered Investment Manager (CIM), or Certified Financial Planner (CFP)
- Strong communication skills with ability to build relationships and work independently as well as in a team
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs