Investment Associate
2 days ago
**Investment Associate**
**Generate sales or revenue by**:
- Identifying new business opportunities to gather additional assets and/or increase revenue
- Having targeted revenue levels for a segment of the book.
- Utilizing an in-depth knowledge of products and services to identify new opportunities within the existing client base
- Ensuring the suitability of client recommendations, and that they are in line with the clients’ financial goals, objectives and risk levels.
- Maintaining a good understanding of client profiles and that the Advisor’s investment strategy being used to implement client objectives
- Managing the execution of transactions on behalf of the Advisor
- Ensuring non-solicited trades meet the client risk tolerance
**Ensure a high level of client service by**:
- Preparing, analyzing, and presenting reports and recommendations to clients
- Developing financial plans, independently or with the Advisor.
- Working with the Advisor to develop and distribute client communication and marketing pieces
- Providing recommendations to Advisor for improvement of team business processes
- Working closely with Team of Experts
**Coordination and execution of business development by**:
- Managing marketing programs, including development, approvals and implementation
- Prospecting and follow up on leads
**Education/Work Experience/Designations**
- 5 years of Industry Experience
- Excellent written and verbal communication skills
- Strong organizational skills
- Ability to take initiative and work independently
- Ability to meet deadlines
- Understanding of industry and firm compliance regulations
- In-depth industry knowledge
**EDUCATION AND ACCREDITATIONS**
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook (CPH)
- Wealth Management Essentials (WME) prior to enrolling in Registered Representative Training
- Registered Representative Training (RRT)
- Relevant licensing as required by the Advisor’s business
- Completed the Investment Associate Training Program
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