![Investment Planning Counsel](https://media.trabajo.org/img/noimg.jpg)
Private Wealth Associate
2 weeks ago
Investment Planning Counsel (IPC) est l'une des entreprises indépendantes de gestion de patrimoine qui connaît la croissance la plus rapide au Canada. Nous sommes des gens provenant de divers horizons, mais qui travaillent tous à un même objectif : aider des conseillers et des conseillères à bâtir leur entreprise grâce à une expérience client exceptionnelle.
En tant que membre de la famille d'entreprises IGM, nous sommes fiers d'avoir été reconnus comme l'un des 100 meilleurs employeurs au Canada par Mediacorp Canada Inc. pour avoir mis à la disposition de nos équipes les ressources nécessaires pour réussir dans un environnement collaboratif qui valorise le mieux-être.
Nous sommes actuellement à la recherche d'une associée ou d'un associé en gestion du patrimoine privé pour se joindre à notre équipe de gestion de portefeuille. La personne en question devra non seulement démontrer un grand souci du détail, mais être également dévouée à l'excellence
Notre équipe de gestion de portefeuille prend de l'expansion Nous sommes à la recherche d'une associée ou d'un associé en gestion du patrimoine privé pour occuper un poste contractuel. La personne retenue sera responsable d'assurer la mise en œuvre rapide et précise des portefeuilles de patrimoine privé, de traiter les demandes de rachats et de mises de fonds de la clientèle, ainsi que d'offrir du soutien aux conseillères et conseillers en matière de gestion de leurs comptes de patrimoine privé. Ce rôle s'intègre au soutien offert à l'équipe pour ce qui est de la surveillance continue des portefeuilles de Gestion privée IPC et des évaluations de la conformité.
Quelles sont les fonctions de l'associée ou de l'associé en gestion du patrimoine privé?
Exécution d'ordres et soutien
- Surveiller continuellement les comptes; déceler les rentrées de fonds qui nécessitent un rééquilibrage.
- Coordonner les directives de placement entre la sous-conseillère ou le sous-conseiller et le centre de négociation de la Banque Nationale réseau indépendant (BNRI).
- Gérer toutes les directives liées aux transactions du compte et effectuer le rapprochement connexe.
- Coordonner avec la BNRI les rééquilibrages au titre du programme et les négociations au niveau du compte.
- Évaluer la validité des documents nécessaires à l'ouverture de comptes clients.
- Ouvrir de nouveaux comptes et traiter les changements apportés au portefeuille, conformément aux directives de la conseillère ou du conseiller.
Soutien continu à la clientèle
- Veiller à ce que tous les documents d'ouverture de compte appropriés et dûment remplis aient été remis.
- Assurer une expérience client exceptionnelle lorsque de nouveaux membres de la clientèle du patrimoine privé ouvrent un compte.
- Traiter les demandes des conseillères et conseillers du réseau en leur procurant des recommandations adéquates et en leur proposant des solutions opportunes.
- Se tenir à jour au sujet du portefeuille des solutions et des placements en communiquant avec les gestionnaires de portefeuille et l'équipe des produits.
- Appuyer la croissance et l'amélioration du programme de Patrimoine privé IPC.
- Jouer un rôle actif au sein des comités afin d'améliorer l'expérience des conseillères et conseillers en matière de ventes et d'activités, ainsi que pour améliorer l'expérience de leur clientèle inscrite au programme.
- Communiquer activement des informations à l'ensemble des membres de l'équipe afin d'améliorer les solutions.
Quels sont les traits de personnalité et compétences recherchés pour une associée ou un associé en gestion du patrimoine privé?
- Maîtrise du logiciel Excel et aisance à gérer des bases de données.
- Excellent service à la clientèle.
- Capacité à gérer des demandes multiples, à établir les priorités et à respecter des échéances serrées.
- Facilité à forger des liens et volonté d'entretenir des relations à long terme avec les conseillères et les conseillers.
- Penser de manière critique et avoir un bon jugement au moment de servir la clientèle.
Quelles sont les qualifications souhaitables pour le poste d'associée ou associé en gestion du patrimoine privé?
- Études postsecondaires.
- Expérience de travail dans un environnement de services administratifs auprès de l'Organisme canadien de réglementation du commerce des valeurs mobilières.
- Réussite du CCVM ou du cours de l'IFIC.
- Capacité manifeste à accorder la priorité à la clientèle.
- Excellentes aptitudes à la communication orale et écrite.
- Techniques efficaces de gestion du temps.
- Orientation sur les objectifs, tant ceux individuels que ceux de l'équipe.
Ce qui vous attend à IPC?
- Un soutien de premier ordre en matière de formation pour vous aider à réussir dans le rôle qui vous sera confié
- Des belles occasions de contribuer au bien-être de votre collectivité grâce à IPC Cares
- De formidables atouts : des avantages sociaux répondant à vos besoins, un régime de retraite, un régime d'achat d'actions, des rabais d'entreprise, des événements sociaux, un horaire de travail estival et de la convivialité
- De fabuleux programmes pour souligner votre réussite
- Des équipes de direction accessibles, qui prendront le temps de bien vous connaître
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.
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