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Bilingual Wealth Management Advisor

4 months ago

Montréal QC, Canada Compunnel Inc. Full time

We are hiring for our client, a leading Financial and Insurance service provider. Contract: 6 - 12 months contract
Oakville ON / Montreal QC
Job Type: Hybrid (3 days from office)
The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’ business development organization. Advisor and Licensed assistant due diligence - 25%
Work closely with the field team and act as key Head Office relationship support Package and send the due diligence documents/MSII screening to our recruits upon request
Conduct and analyze credit/criminal checks and regulatory checks and involve compliance when necessary to ensure recruits meet our requirements.
Work with the field team and finance to analyze and ensure that the financial analysis meets our minimum IRR standards when creating a term sheet to present to potential recruits, as it relates to our Organic Growth Program
Work with Legal department to draft binding agreement for sign off from senior management and recruit
Track all activities in Salesforce ensuring accuracy.

Responsible for managing Business Initiation kits to be available to new advisors in a timely manner for dedicated territory.
Responsible for managing stationery and signage needs for advisors in dedicated territory.
Manage new advisors using the Integration Support Program as a guideline.
Track activities created by proactive conversations with new advisors in Salesforce.
Oversee and manage MFDA to IIROC process and act as a resource to advisors transitioning from MFDA to IIROC
Manage advisor relocations.
Manage Book Buys for dealer.
Manage terminations for dealer.
Updating policies and procedures