Associate Wealth Advisor

**Overview**:
Calling all financial advisors looking for a role focused on client management: If you are tired of the traditional bank model, we have a great opportunity for you As an Advisor with Eagle Wealth Counsel, you will focus solely on client servicing without worrying about sales quota requirements. Clients will be provided so there is no cold calling. Join our team within the Desjardins Group of companies to continue our search of being better, by putting our clients first.

**The Opportunity**:
This role allows you to manage the relationships in our east-end Ottawa office. You will handle the day-to-day business for a select group of client relationships, which would include the oversight of their investment portfolios and overall financial plans. Regular client contact is expected while also promoting referrals and winning new clients through our regular client marketing and engagement. You will report to Corey Sparling, who leads the Eagle Wealth Counsel team. You will also be supported by our internal office team, comprised of administration, wealth planning, marketing and more.

**The Day-to-Day**:

- Contact clients as part of our 3-month and 6-month service cycles
- Meet with clients that are due for annual or semi-annual investment and financial management reviews
- Update client wealth plans as necessary and provide financial solutions
- Meet with referred prospects to evaluate their personal situation and provide solutions
- Educate prospective clients on Eagle Wealth Counsel’s services
- Help qualified consumers become Eagle Wealth Counsel’s clients

**Your Qualifications**:

- 2+ years of banking or independent advisory services, specifically in client facing roles
- MFDA licensed, with a CFP, working towards your CFP, or other professional designation
- Experience bringing in new client business
- Experience in high-volume activity and in-person meetings
- Record of high performance

**Why Eagle Wealth Counsel**:
At Eagle Wealth Counsel, we work for the families we serve, first and foremost. Meeting new prospective clients is our secondary consideration, and we only expect to meet new clients because we’re doing the highest quality work possible for our existing clients. From unmatched service to unique perspectives on investing, it’s the people that make the Eagle Wealth purpose possible.

Eagle Wealth Counsel, either directly or through our other partners, advises on over $110 million in client assets, made up of high net worth investors and business owners, across multiple generations of client wealth. We are a “Personal CFO” team interested in helping our clients build long-term value—not short-term profits.

You will join our other team members where you will be trained, developed and given an opportunity to build a lifelong career. You will be offered a base salary and bonus based on merit.

Eagle Wealth Counsel offers financial and investment planning tailored to clients’ long-term goals. We use a simple and transparent fee structure that aligns our interests with our clients’ priorities. The team has a long history of advising on global investments and helping people reach their long
- term goals and objectives.

**Please note that while we welcome all applicants, only those under consideration will be contacted.**

Pay: $65,000.00-$72,000.00 per year

Additional pay:

- Bonus pay

Schedule:

- Monday to Friday

Application question(s):

- Do you have your own vehicle?

**Experience**:

- financial or banking: 2 years (required)

**Language**:

- fluent English (required)

Licence/Certification:

- MFDA (required)

**Location**:

- Ottawa, ON K1G 4K3 (required)

Work Location: In person