Associate Advisor

2 weeks ago


Edmonton AB, Canada Investment Planning Counsel Full time

Investment Planning Counsel (IPC) est l’une des sociétés de gestion de patrimoine indépendante qui croît le plus rapidement au Canada. Notre groupe diversifié est constitué de personnes orientées sur un objectif : aider les conseillers à bâtir une meilleure entreprise en offrant une expérience client remarquable.

IPC est un chef de file de l’industrie et connaît une croissance rapide partout au Canada. Nous sommes donc à la recherche d’une conseillère associée ou d’un conseiller associé – une personne qui est prête à apprendre et à accomplir toutes les fonctions associées à la planification financière tout en étant mentorée par une conseillère ou un conseiller chevronné.

Quel est le rôle de la conseillère associée ou du conseiller associé?

  • Offrir une expérience client exceptionnelle et répondre à toutes les demandes des clients en temps opportun
  • Apprendre et mettre en pratique notre processus de planification financière primé
  • Utiliser notre logiciel de planification financière pour élaborer et mettre à jour des programmes financiers
  • Préparer les documents requis et les traiter correctement pour assurer la conformité
  • Surveiller la pertinence des portefeuilles de placement sur une base continue
  • Chercher des produits approuvés pour la vente par l’intermédiaire d’IPC Securities Corporation et d’IPC Investment Corporation
  • Collaborer avec l’équipe Pinacle pour atteindre les objectifs collectifs, offrir une protection et former les nouveaux membres de l’équipe
  • Effectuer des tâches inhabituelles, au besoin

Quels traits de personnalité et quelles aptitudes devez-vous posséder?

  • Capacité et volonté d’établir des relations durables avec les clients
  • Capacité de tirer parti de la technologie pour améliorer l’expérience client
  • Préférence marquée pour une rémunération fondée sur le rendement
  • Grande motivation personnelle, dynamisme et esprit d’entreprise
  • Capacité de faire preuve d’esprit critique et de discernement dans le cadre de la prestation de services aux clients

Quelle qualification professionnelle devez-vous avoir?

  • Diplôme d’études postsecondaires en affaires ou dans un domaine connexe
  • Minimum de deux ans d’expérience dans le secteur des services financiers
  • Réussite du cours de l’Institut des fonds d’investissement du Canada et du cours sur le commerce des valeurs mobilières au Canada
  • Permis de fonds communs de placement (ACCFM) ou de valeurs mobilières (OCRCVM), un atout
  • Accréditation professionnelle (CFP, CIM ou titre équivalent), un atout

Qu’est-ce que la # VieChezIPC?

  • Un soutien extraordinaire grâce à une formation de premier plan qui vous aidera à réussir dans vos fonctions
  • D’extraordinaires occasions en matière d’engagement communautaire grâce à IPC Cares
  • Des avantages extraordinaires : des garanties collectives qui répondent à vos besoins, un régime de retraite, un régime d’achat d’actions, un programme de rabais d’entreprise, des événements sociaux, un horaire d’été et beaucoup de plaisir
  • Des marques de reconnaissance extraordinaires : des félicitations, un programme d’étoiles, la présentation des étoiles montantes et un cercle d’excellence
  • Des équipes de leaders extraordinaires qui connaissent votre nom

Si vous connaissez une personne à qui ce rôle conviendrait, faites-lui parvenir cet avis de poste à pourvoir et encouragez-la à postuler

Si vous poursuivez le processus de sélection, veuillez nous aviser de toute adaptation particulière dont vous pourriez avoir besoin. Tous les renseignements que vous nous fournirez demeureront absolument confidentiels.

#J-18808-Ljbffr

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