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Associate Advisor, Investments

2 months ago

Hamilton, Canada Princeton Holdings Limited Full time

Reporting to the Vice President, Wealth Management, you will be an integral member of our team responsible for deepening and broadening relationships with existing clients from an assigned block of business, in collaboration with associates in wealth management.

What you will do:

  • Deepen and strengthen relationships with existing clients through a responsive and solution-oriented needs analysis.
  • Support client investment/portfolio inquiries by leveraging relevant tools & resources to satisfy immediate needs of existing clients.
  • Proactively source new investment business opportunities within an existing book of business and with internal partners.
  • Understand and adhere to all regulatory and compliance operating standards.

What you will bring:

  • Minimum of 5 years hands-on investment experience.
  • University Degree/College Diploma.
  • Professional Designations (ie: CFP, PFP, QAFP) or working towards an asset.
  • Mutual funds license required.
  • Life License NOT required (nice to have); meet all licensing requirements including continuing education requirements.
  • Proven experience with investment structures, such as RRSPs, LIRAs, TFSAs & RRIFs.
  • You have a track record of working with investment-centric clients, providing advice and guidance with their portfolios, including mutual funds and ETFs.
  • You’re a self-motivated, people-oriented individual with a passion for helping people with their investment and wealth planning needs.
  • Ability to resolve problems and manage incoming client inquiries.
  • Excellent organizational, negotiation, analytical and interpersonal skills.
  • Strong working knowledge of MS Office Suite, CRM and financial planning software.

Who we are:

Proudly independent and Canadian-owned, Cowan Insurance Group has been a true market leader in the insurance industry since 1927. With an extensive range of product offerings and integrated commercial and personal insurance, group benefits, and wealth management solutions, we provide our clients with outstanding customized, comprehensive insurance and risk management professional advice and placement.

Recognized as one of Canada's Most Admired Cultures and a Canada's Best Managed Companies Platinum Club Member, Cowan Insurance Group's award-winning client-centric approach emphasizes innovation, excellence, and collaboration.

What sets us apart?

  • Be in good company: Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.
  • Challenge your thinking: You're valued for your passion, drive and creativity. The pace is fast but the work is meaningful, interesting, and complex, just the way you like it.
  • Grow together: We believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen.

Benefits and perks:

  • Competitive salary.
  • Participate in our comprehensive benefits plan on day one — no waiting period.
  • Company-matched Retirement Savings Plan.
  • Company-paid training and development courses.
  • Community involvement.
  • Hybrid work environment.

Are you interested?

Please Apply

This position is subject to appropriate background checks that may include, credential, employment, credit, criminal and reference checks.

While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.

We are an Equal Opportunity Employer. Employee candidates will be selected strictly on the basis of an individual's technical qualifications, knowledge and experience, as they relate to the requirements of a particular position. Selections will be made without regard to: race, ancestry, place of origin, colour, ethnic origin, citizenship, creed (religion), sex, sexual orientation, handicaps (physical or mental), age, marital status, family status, or the receipt of public assistance or record of offences.

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