Investment Associate - Private Wealth

Investment Associate – Private Wealth

Licensed by the Canadian Investment Regulatory Organization (CIRO) to conduct trades in compliance with regulatory standards, including Canadian Securities Course (CSC®), and Conduct and Practices Handbook (CPH®) Course, Wealth Management Essentials (WME®)
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to break down complex subject matter into easily understandable concepts
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
Ability to work independently and as part of a team
Taking ownership for results
Detail-oriented with strong organizational skills

Earn your way to Relationship Manager for clients up to $500,000 (to start). Client Relationship Manager status will be incrementally established by adding value, earning trust with clients over time.
Administration: will need to learn systems for opening accounts, logging notes, developing financial plans, sending and receiving funds, and other duties. Junior advisor will learn the systems without an assistant, but with full support and guidance from our team. Candidate will have full access to back-office resources
Collaborates with internal partners to expand business relationships with existing clients.
Assist senior advisors in creating and implementing financial plans for clients. This will be 5% to 10% of the role.
Prepare and review financial documents, reports, and presentations.
Maintain and update client records and financial databases.
Provide administrative support, including scheduling meetings and managing communications.
Respond to client inquiries and provide timely and accurate information.
Stay informed about industry trends, regulations, and best practices.
Represent the team at the bank branches, adding value to the staff and developing relationships with both bank staff and retail clients.