Investment Associate

3 weeks ago

Markham ON, Canada Staffix Professional Staffing Full time

Are you a seasoned banker with a proven track record of success and a passion for wealth management? Do you thrive in a fast-paced environment and enjoy collaborating with a high-performing team? If you licensed as a regestered representative (CIRO) and are looking to leverage your expertise, we want to hear from youOur Client:A well-established and growing Bank-owned brokerage firm is searching for a talented Investment Associate to join their team in Markham, Ontario. This is a fantastic opportunity for a licensed banker to transition into a rewarding wealth management role with a market leader.The Role:In this exciting role, you will play a vital role in supporting the firm's investment professionals in providing exceptional service to their valued clients. You will leverage your banking experience to excel in tasks such as:Conducting in-depth financial research and analysis to identify suitable investment opportunities.Developing and maintaining strong relationships with clients, understanding their financial goals and risk tolerance.Creating comprehensive investment plans and recommendations tailored to each client's unique needs.Executing investment transactions efficiently and accurately while adhering to CIRO compliance standards.Maintaining detailed client records and ensuring all activities comply with regulatory requirements.Contributing to the overall growth and success of the team by collaborating with colleagues and supporting business development initiatives.The Ideal Candidate:3+ years of experience in the financial services industry, preferably within a banking environment.Strong understanding of investment products, financial markets, and risk management principles, with a focus on wealth management strategies.Proven ability to conduct thorough financial research, analyze data, and generate insightful reports.Excellent communication and interpersonal skills with the ability to build strong relationships with clients and colleagues.Highly organized and detail-oriented with a strong commitment to accuracy and efficiency.Must hold the Canadian Investment Representative (CIRO) designation.Canadian Securities Course (CSC) and Conducting Portfolio Holds (CPH) are a plus.Why Join Us?Competitive salary and benefits packageOpportunity to work for a well-respected and growing organizationFast-paced and dynamic work environmentSupportive and collaborative team cultureRecognition and rewards programChance to make a real difference in the lives of your clients

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