Bilingual Investment Advisor

7 days ago

Toronto, Ontario, Canada IA Financial Group Full time

About the Role

The Bilingual Investment Advisor will be responsible for providing exceptional service to clients and growing branch assets at IA Financial Group. This role requires a highly motivated individual with a strong interest in progressing to Senior Advisor, Independent Advisor, or other internal roles.

Key Responsibilities

  • Build a book of clients through service and sales, developing long-term relationships by providing investment advice and identifying client needs.
  • Ensure client information is accurate and up-to-date, entering client trades as discussed with the client.
  • Remain up-to-date with all regulatory rules and trading activities related to client accounts.
  • Follow up with clients on missing documentation required, maintaining client files and information on the appropriate systems.
  • Ensure all client interaction is accurately documented, responding to client inquiries in a timely and responsive manner.
  • Resolve issues and effect client transactions expeditiously and accurately, escalating issues to the Director when necessary.
  • Understand the required documentation for all client account types, ensuring compliance with team policies and procedures.
  • Review and reduce all restricted accounts, identifying opportunities to deepen relationships within the existing client base.
  • Act as a partner with business partners and independent advisors.

Qualifications

  • 1-2 years' experience in a similar role.
  • Excellent communication skills, written and verbal.
  • Pleasant telephone manner and ability to keep client conversations on track.
  • Knowledge of financial instruments, including equities, fixed income, mutual funds, and asset allocation.
  • Working knowledge of investment and retirement planning sufficient to meet client needs.
  • Strong sales record.
  • Strong organizational skills.
  • Ability to take initiative and work independently.
  • Ability to meet deadlines and targets.
  • Understanding of industry and firm compliance regulations.

Education and Accreditations

  • Preference will be given to applicants who are already CIROd Licensed, Canadian Securities Course (CSC), and Conduct & Practices Handbook (CPH) completed.
  • Wealth Management Essentials course completed or enrolled.
  • An advanced level of knowledge of the English and French language is required for daily communication with external clients, regulatory bodies, suppliers, and advisors in Canada.

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