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Bilingual Investment Advisor

2 months 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. 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
  • Develop long-term client relationships by providing investment advice and identifying client needs
  • Ensure client information is accurate and up-to-date
  • Enter 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
  • Maintain client files and information on appropriate systems
  • Ensure all client interaction is accurately documented
  • Respond 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 required documentation for all client account types
  • Ensure compliance with team policies and procedures
  • Review and reduce restricted accounts
  • Identify opportunities to deepen relationships within the existing client base
  • Act as a partner with business partners and independent advisors

Requirements

  • 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 given to applicants with CIROd Licensed Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) completed
  • Wealth Management Essentials course completed or enrolled
  • Advanced level of knowledge of English and French language required for daily communication with external clients, regulatory bodies, suppliers, and advisors in Canada