Financial Investment Consultant
4 weeks ago
- Positions available in Toronto Branch
Genesis Wealth Management Corp, a well-established asset management firm, is actively seeking licensed Dealing Representatives (registered with Exempt Market Dealer) to join our team of financial experts to meet the increasing demands of our clientele. The Dealing Representative will focus on promoting our exclusive Exempt Market Product offerings.
The preferred working location is our head office, although remote work options may be considered for qualified candidates. Initial orientation and ongoing job requirements will necessitate on-site presence.
Key Responsibilities:
- Maintain a comprehensive understanding of the Firm's investment philosophies, strategies, and guidelines
- Assess clients' financial situations to create, implement, and monitor tailored investment strategies
- Experience with high-net-worth clients and familiarity with financial or real estate sectors
- Provide insights and explanations regarding EMD Products
- Deliver personalized client service while demonstrating a deep understanding of client needs
- Promote the firm to potential new clients
- Develop and present customized investment proposals
- Assist in researching various investment topics, economic sectors, and specific company selections
- Engage in various projects, committees, and assignments as necessary
- Ensure compliance with industry regulations and standards
Required Qualifications:
- Candidates must be registered as Dealing Representatives under regulatory and licensing requirements (EMD)
- Completion of the Canadian Securities Course (CSC) and/or Exempt Market Products Course (EMP) is preferred; the firm can provide EMP training for qualified candidates
- A University Degree in Finance, Accounting, Economics, Mathematics, or a related field is advantageous
- CFA, CIM, CFP, or similar industry-related qualifications are considered beneficial but not mandatory
- Proven experience in research and a solid understanding of investment analysis
- Background in marketing and sales is a plus
- Strong connections and trustworthy relationships with high-net-worth individuals are an asset
- Self-motivated, with integrity and empathy, committed to a career as an Investment Advisor
- Recognizes the importance of diligence and time investment in building a successful business
- Excellent communication skills
- Ability to work independently as well as collaboratively within a team
The successful candidate will be expected to gain a thorough understanding of the Firm's product offerings and compliance regulations. You must possess the ability to effectively evaluate investor suitability and maintain comprehensive documentation regarding all client interactions.
We offer a competitive commission structure, a comprehensive benefits package, and the opportunity to collaborate with a dynamic and innovative team. If you are a proactive individual who excels in a fast-paced environment and has a passion for sales, we encourage you to consider this opportunity.
Join us at Genesis Wealth Management Corp, where talent and initiative are recognized and rewarded.
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