Investment Advisor Onboarding Specialist

4 weeks ago

Montreal, Canada Incubation Systems Private Limited Full time

_*We are hiring for our client, a leading Financial and Insurance service provider.*_

_*Contract - *__6 months with possible extension_

_*Location: *__Oakville ON / Montreal QC_

_*Job Type: *__Hybrid (3 days from office)_

*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 our company, providing key transition support for our existing advisor base for a dedicated territory.

*Must Haves:*
* Candidate must be fluent in French and English, mandatory, no exceptions. Verbal and written.
* Candidate must have previous Wealth Investment experience.
* Finance Background- Investment industry/ banking experience - front office or back office. Ideally minimum 2 to 3 years previous work experience.
* Candidate must be able to integrate quickly into the work environment.
* Must be able to communicate clearly and concisely, will work with cross functional internal departments on a daily basis.
* Candidate must be comfortable working with Microsoft Office Suite, Excel, PowerPoint, above proficiency level.

*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 company.
* 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

Job Types: Full-time, Fixed term contract
Contract length: 6 months

Pay: $30.00-$32.00 per hour

Schedule:
* 8 hour shift
* Monday to Friday

Experience:
* Investment: 2 years (required)
* Onboarding: 2 years (required)

Language:
* French (required) %64792505% %%hr%%

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