Investment Risk Associate

4 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? If you licensed as a regestered representative (CIRO) and are looking to leverage your expertise, we want to hear from youA 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.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.Must hold the Canadian Investment Representative (CIRO) designation.

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