Investment Advisor

3 weeks ago

Richmond, Canada Genesis 创信财富 Full time
  • Positions in Toronto Branch: Richmond Hill, ON

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 work to solicit our exclusive Exempt Market Product offering.

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.

Responsibilities:

  • 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 explanations of EMD Products
  • Delivering highly personalized client service and demonstrating a thorough understanding of client needs and situations
  • Marketing the firm to prospective new clients
  • 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
  • Committed to complying with industry regulations and related standards

Qualifications:

  • Candidates have registered as Dealing Rep. 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
  • You have excellent communications skills
  • Ability to work independently and as part of a team

The successful Candidate is expected to learn and become knowledgeable about the Firm’s product offerings and compliance regulations and requirements. You must have the ability to effectively assess investor suitability in this context, and document fulsome notes with respect to all prospective and client contact.

We offer a competitive commission plan, benefits package and an opportunity to work with a dynamic and innovative team. If you are a self-starter who thrives in a fast-paced environment and has a passion for sales, we want to hear from you

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. Please email a resume to info@genesis-wealth.com. We will contact you soon once you meet above qualifications.

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