Investment Advisor, Truro or Amherst
3 weeks ago
Requisition ID: 201099
Join a purpose-driven and successful team, dedicated to achieving results within an inclusive and high-performing environment.
As an Investment Advisor, your primary focus will be on cultivating and enhancing client relationships by delivering exceptional advice and service tailored to the mass affluent sector. You understand that your clients are your most valuable asset, and your main objective is to provide investment and financial planning guidance to assist them in achieving their individual aspirations.
Utilizing a comprehensive financial planning framework, you will concentrate on investment sales and acquiring new clients, while also identifying business development opportunities with prospects and clients in your designated market area.
Your role will involve promoting the development and sustainable growth of proprietary investment business by:
- Conducting thorough assessments for assigned clients, including retirement planning, wealth accumulation, and estate planning, using financial planning expertise and tools to support our clients' financial objectives.
- Demonstrating a natural curiosity to identify and address client needs, providing trusted financial advice regarding investments and retirement strategies.
- Exhibiting self-motivation and a results-oriented mindset when recognizing client needs to create personalized financial strategies and solutions.
- Building strong engagement with clients, educating them, providing insights, and delivering expert guidance.
- Adopting a collaborative approach when interacting with colleagues, clients, and partners.
- Establishing relationships, prioritizing a positive client experience, and nurturing long-term connections with existing clients.
Do you possess the skills necessary to excel in this position? We would be excited to collaborate with you if you have:
- Experience in financial planning and investment sales is preferred.
- Successfully completed (or are in the process of completing) the Personal Financial Planning (PFP) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner (CFP) designation.
- Accreditation as a mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- The ability to work independently as a self-motivated entrepreneur with minimal oversight.
- Knowledge of competitive offerings, market trends, economic conditions, and the regulatory landscape.
What can you expect in return?
- A competitive compensation and benefits package that rewards the growth and maintenance of your client base.
- Access to state-of-the-art resources to support your development, including dedicated marketing assistance, advanced mobile technology, leading CRM, portfolio, and financial planning software.
- The opportunity to build enduring client relationships through outstanding advice and service.
- A workplace culture that champions diversity, respect, and inclusion.
- An organization committed to making a positive impact in our communities – for you and your clients.
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