Investment Advisor Representative

4 weeks ago

Richmond BC, Canada Genesis 创信财富 Full time

Genesis Wealth Management Corp, a reputable and established asset management firm, is currently looking for licensed Dealing Representatives (registered with Exempt Market Dealer) to join our team of financial professionals to support our growing client needs. The Dealing Representative will preferably work from our head office in Richmond, BC, or work from Toronto Branch in Richmond Hill, Toronto. We will consider qualified candidates to work remotely. On site location is required for initial orientation and regular on-going job requirements.
Adherence to and full knowledge of the Firm’s investment philosophies, strategies, and investment guidelines
Understanding clients ’personal financial circumstances to design, implement, and monitor ongoing investment strategies within customized guidances
Experience with high net worth clients and financial or real estate industries
Providing recommendations and designing individualized investment proposals
Supporting the research of various investment subject matters, economic sectors, and company specific selections,
Participate in various projects, committees, and assignments as required
under regulatory and licensing requirements (EMD) to be preferred
Canadian Securities Course (CSC) and/or Exempt Market Products Course (EMP) or the firm can provide the EMP, the qualification exam training to qualified candidates
University Degree (Finance, Accounting, Economics, or Mathematics, or related specialization is considered an asset)
CFA, CIM, CFP or industry related secondary education is considered an asset, but not mandatory
Experience in research and thorough understanding of investment analysis
Education, experience or aptitude in marketing and sales is considered an asset
Strong Connections and trustable relationships with high-net worth is considered an asset
You are self-motivated, have integrity and empathy, and a commitment to a career as an Investment Advisor
You recognize the value of hard work and investment of time to build a successful business
If you are looking for a chance to work with a a reputable and established asset management firm where talent and initiative are recognized and rewarded, we would really like to speak to you.

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