Investment Services Analyst

4 weeks ago

Markham ON, Canada Worldsource Wealth Management Inc. Full time
Investment Services Analyst (12 Month Contract)

2 weeks ago Be among the first 25 applicants

The Investment Services Analyst will be a key contributor to the Partnerships and Business Development team and will contribute to the growth of the Worldsource Dealers by using data, analytics and research in order to help all of the wealth management entities understand industry trends, product developments and consumer behavior to manage and create existing and new programs. The incumbent will act in the best interests of the firm and meet corporate, departmental and advisor business objectives.

ESSENTIAL FUNCTIONS :

Analysis

  • Conducting Product Due Diligence (including the issuance of new security issues) and analysis in order to help the Dealers meet their Know Your Product Requirement;
  • Researching and compiling industry and consumer data in order to assist the Dealers create strategic and tactical programs that help meet the Dealers’ strategic growth and development;
  • Using data and research learnings to become a thought leader within the organization in order to keep internal stakeholders informed of the direction of the market place and to provide education to both internal and external stakeholders; and
  • Engaging research partners and senior stakeholders and work to create Business Intelligence and Analytics that can be used to engage both internal and external stakeholders.

Programs

Assisting in the creation, maintenance and promotion of the Dealers:

  • Separately Managed account Program;
  • Unified Managed Account;
  • Fee Based Program;
  • Investment Tools; and
  • Education program.

QUALIFICATIONS :

  • Post-secondary education
  • 3-5 years of experience in the financial services industry
  • Completion of CSC, CIM and or enrollment in the CFA program
  • Familiarity with broker dealer operations and systems (Dataphile) is an asset
  • Strong communication, presentation and listening skills
  • Strong knowledge of Microsoft Office (emphasis on Excel) and advanced analytical skills
  • Dedicated team player with the ability to take initiative and work independently

COMPENSATION :

Commensurate with experience

If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com .

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.

We thank all applicants for their interest but only those selected for an interview will be contacted.

Seniority level
  • Seniority level Associate
Employment type
  • Employment type Contract
Job function
  • Job function Legal
  • Industries Insurance

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