Bilingual Wealth Management Advisor

4 weeks ago

Montreal, Canada Compunnel Inc. Full time

We are hiring for our client, a leading Financial and Insurance service provider. Contract: 6 - 12 months contract
Location: Oakville ON / Montreal QC
Job Type: Hybrid (3 days from office)
Payrate: $32/hr. on T4

Job Summary:
The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’ business development organization. This role supports our new advisors joining companys Wealth team, providing key transition support for our existing advisor base for a dedicated territory.
Advisor and Licensed assistant due diligence - 25%
Work closely with the field team and act as key Head Office relationship support Package and send the due diligence documents/MSII screening to our recruits upon request
Conduct and analyze credit/criminal checks and regulatory checks and involve compliance when necessary to ensure recruits meet our requirements.
Work with compliance in obtaining approvals for any outside business activities, trade names and know your advisor conversations.
Present recruits to the Due Diligence committee for approvals on a weekly basis
Work with the field team and finance to analyze and ensure that the financial analysis meets our minimum IRR standards when creating a term sheet to present to potential recruits, as it relates to our Organic Growth Program
Work with Legal department to draft binding agreement for sign off from senior management and recruit
Track all activities in Salesforce ensuring accuracy.

Advisor Transition Support - 75%
Act as support for our new advisors transitioning their books of business to companys Wealth
Welcome program.
Responsible for managing Business Initiation kits to be available to new advisors in a timely manner for dedicated territory.
Responsible for managing stationery and signage needs for advisors in dedicated territory.
Manage new advisors using the Integration Support Program as a guideline.
Track activities created by proactive conversations with new advisors in Salesforce.
Oversee and manage MFDA to IIROC process and act as a resource to advisors transitioning from MFDA to IIROC
When appropriate, travel to key branches to offer support to qualifying advisors.
Manage advisor relocations.
Manage Book Buys for dealer.
Manage terminations for dealer.
Updating policies and procedures

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