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Bilingual Wealth Management Advisor
4 months ago
We are hiring for our client, a leading Financial and Insurance service provider.
Contract: 6 - 12 months contract
Location: Oakville ON / Montreal QC
Job Type: Hybrid (3 days from office)
Payrate: $32/hr. on T4
Job Summary:
The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’ business development organization. This role supports our new advisors joining companys Wealth team, providing key transition support for our existing advisor base for a dedicated territory.
Advisor and Licensed assistant due diligence - 25%
- Work closely with the field team and act as key Head Office relationship support Package and send the due diligence documents/MSII screening to our recruits upon request
- Conduct and analyze credit/criminal checks and regulatory checks and involve compliance when necessary to ensure recruits meet our requirements.
- Work with compliance in obtaining approvals for any outside business activities, trade names and know your advisor conversations.
- Present recruits to the Due Diligence committee for approvals on a weekly basis
- Work with the field team and finance to analyze and ensure that the financial analysis meets our minimum IRR standards when creating a term sheet to present to potential recruits, as it relates to our Organic Growth Program
- Work with Legal department to draft binding agreement for sign off from senior management and recruit
- Track all activities in Salesforce ensuring accuracy.
Advisor Transition Support - 75%
- Act as support for our new advisors transitioning their books of business to companys Wealth
- Welcome program.
- Responsible for managing Business Initiation kits to be available to new advisors in a timely manner for dedicated territory.
- Responsible for managing stationery and signage needs for advisors in dedicated territory.
- Manage new advisors using the Integration Support Program as a guideline.
- Track activities created by proactive conversations with new advisors in Salesforce.
- Oversee and manage MFDA to IIROC process and act as a resource to advisors transitioning from MFDA to IIROC
- When appropriate, travel to key branches to offer support to qualifying advisors.
- Manage advisor relocations.
- Manage Book Buys for dealer.
- Manage terminations for dealer.
- Updating policies and procedures