Associate Investment Advisor
3 days ago
Associate Investment Advisor The Client: Our client one of Canada’s preeminent wealth management firms are seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch-pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial planning process for a specific portion of their investment practice. Here is what the Associate Investment Advisor opportunity offers you:A place to work where you are not a “number” but an integral part of a great wealth management team and where your ideas countExcellent growth potential through the opportunity to manage a group of HNW clients as well as the chance to build your own book of businessA competitive compensation package that includes salary, bonus and benefitsAn investment in you Educational support for industry designations and broad support for your career excellence As the Associate Investment Advisor, you will be responsible for:Client Interaction: The management of a specific portion of HNW clients within the wealth management practice. Delivering written and verbal presentations in client-facing meetings. Developing and discussing financial planning solutions Investment Strategy: Contributing to the overall investment strategy and product selection; performing securities analysis and participating in market debates.Portfolio Construction: Assisting with the construction of various investment portfolios and managing client expectations through documented research.Trading: Executing daily, accurate trades in both discretionary and non-discretionary formats.Administration & Compliance: Preparing compliance reports, account documentation, and dealer forms to maintain KYC and KYP standards.As the ideal candidate you possess: Experience: A minimum of three years of relevant investment management experience within a CIRO (formerly IIROC) member investment dealer is preferred.Licensing: Existing securities licensing as an IR, RR, APM, or PM in Ontario.Education: An undergraduate degree with preference to those from Business, Finance, or Accounting.Designations: Special consideration to candidates who possess either CIM, CFA, CFP or RFP.Software Proficiency: Familiarity with investment trading systems and Microsoft software (Dynamics and SharePoint).Financial Planning Tools: Experience with Naviplan or Conquest is an asset.Interested and qualified parties are invited to contact:David J. Corsini - PrincipalHunter Mercantiledavid@huntermercantile.comwww.huntermercantile.comHunter Mercantile is a corporate search firm recognized throughout North America as a boutique for placement in wealth management.
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Associate Investment Advisor
2 days ago
Toronto, Canada Hunter Mercantile Full timeAssociate Investment Advisor The Client: Our client one of Canada’s preeminent wealth management firms are seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch-pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial...
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Associate Investment Advisor
4 days ago
Toronto, Ontario, Canada Hunter Mercantile Full timeAssociate Investment AdvisorThe Client:Our client one of Canada's preeminent wealth management firms are seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch-pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial...
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Associate Investment Advisor
2 days ago
Toronto, Canada Hunter Mercantile Full timeThis range is provided by Hunter Mercantile. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$75,000.00/yr – CA$100,000.00/yr Direct message the job poster from Hunter Mercantile The Client: Our client, one of Canada’s preeminent wealth management firms, is seeking a CIRO/IIROC...
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Associate Investment Advisor
2 days ago
Toronto, Canada Hunter Mercantile Full timeThis range is provided by Hunter Mercantile. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$75,000.00/yr – CA$100,000.00/yr Direct message the job poster from Hunter Mercantile The Client: Our client, one of Canada’s preeminent wealth management firms, is seeking a CIRO/IIROC...
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Associate Investment Advisor
1 day ago
Toronto, Canada Hunter Mercantile Full timeThis range is provided by Hunter Mercantile. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$75,000.00/yr – CA$100,000.00/yr Direct message the job poster from Hunter Mercantile The Client: Our client, one of Canada’s preeminent wealth management firms, is seeking a CIRO/IIROC...
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Toronto, Canada Hunter Mercantile Full timeA prominent wealth management firm in downtown Toronto seeks an Associate Investment Advisor. The role involves managing HNW clients, contributing to investment strategies, and executing trades. Candidates should have at least three years of relevant investment management experience, and a degree in Business, Finance, or Accounting. Licensing as an IR, RR,...
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Toronto, Canada Hunter Mercantile Full timeA prominent wealth management firm in downtown Toronto seeks an Associate Investment Advisor. The role involves managing HNW clients, contributing to investment strategies, and executing trades. Candidates should have at least three years of relevant investment management experience, and a degree in Business, Finance, or Accounting. Licensing as an IR, RR,...
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Toronto, Canada Hunter Mercantile Full timeA prominent wealth management firm in downtown Toronto seeks an Associate Investment Advisor. The role involves managing HNW clients, contributing to investment strategies, and executing trades. Candidates should have at least three years of relevant investment management experience, and a degree in Business, Finance, or Accounting. Licensing as an IR, RR,...
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Investment Advisor Assistant
7 days ago
Toronto, Canada Research Capital Corporation Full timeJoin to apply for the Investment Advisor Assistant role at Research Capital Corporation We are seeking a skilled administrative assistant to Registered Investment Advisors for our Toronto office. In this role, you will be responsible for assisting a fast-paced brokerage firm with day-to-day administrative tasks in its retail department and learn from...
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Advisor Experience Manager
15 hours ago
Toronto, Canada Purpose Advisor Solutions Full timeCompany Description**_ Location: Toronto, Montreal_** **Purpose Unlimited** is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved...
