Bilingual Investment Advisor

7 days ago

Old Toronto, Ontario, Canada iA Financial Group Full time
Job Summary

We are seeking a highly motivated and detail-oriented Financial Services Professional to join our team at iA Financial Group. As a Wealth Management Specialist, you will be responsible for providing exceptional service to clients and growing branch assets.

Main Responsibilities
  • Client Service and Sales
    • Build a book of clients through service and sales
    • Develop long-term client relationships by providing investment advice and identifying client needs
  • Client Communication and Documentation
    • Ensure client information is accurate and up-to-date
    • Enter client trades as discussed with the client
    • Follow up with clients on missing documentation required
  • Client File Management
    • Maintain client files and information on the appropriate systems
    • Ensure all client interaction is accurately documented
  • Client Inquiries and Issues
    • Respond to client inquiries in a timely and responsive manner
    • Resolve issues and effect client transactions expeditiously and accurately, and escalate issues to the Director when appropriate
  • Compliance and Regulatory Requirements
    • Understand the required documentation for all client account types
    • Ensure compliance of team policies and procedures
  • Business Development and Partnerships
    • Identify opportunities to deepen relationships within the existing client base (i.e. referrals, consolidation of assets, insurance, etc...)
    • Act as a partner with business partners and independent advisors
Requirements
  • 1 to 2 years' experience in a similar role
  • Excellent communication skills, written and verbal
  • Pleasant telephone manner and an 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 the client needs
  • Strong organizational skills
  • Ability to take initiative and work independently
  • Ability to meet deadlines and targets
  • Understanding of industry and firm compliance regulations
Preferred Qualifications
  • 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 (written and oral) with external clients, regulatory bodies, suppliers, and advisors in Canada

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