About this role
Role Overview
- Help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients
- Advise and assist members and clients in executing strategies using the 360° approach
- Work closely with the senior wealth management advisor as a partner in maintaining business relationships
- Carry out and follow up on strategies
- Make recommendations to ensure the full satisfaction of members and clients and support business growth
- Drive results by ensuring sound risk and compliance management
Requirements
- Bachelor's degree in a related field
- A minimum of six years of relevant experience
- Registration with the CIRO as a registered representative
- Financial planning designation
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Action oriented, Communicates effectively, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment