Current jobs related to Associate Investment Advisor - Fonthill - Adamson Wealth Group

Looking for a progressive role in a fast-paced financial environment with the opportunity to build a rewarding career, and help clients build their wealth? Adamson Wealth Group (AWG) is looking for a strong Associate to join their established wealth management team.

‍

Who you will be working with:

Adamson Wealth Group is a private investment management and financial planning firm serving the Niagara Region for over 15 years. AWG delivers a personalized and collaborative approach to assisting clients through all stages of life. We believe that the value of good financial advice is priceless. Through a collaborative process with accounting and legal advisors, we provide the cornerstone of financial success – proper risk management, credit management, tax planning, and investment strategies.

‍

What you will be doing: 

• Delivering a high level of client service by responding to client inquiries in a professional and responsive manner and resolving issues whenever possible.
• Supporting the team with the review and analysis of client portfolios and preparing for client meetings.
• Offering clients sound investment advice that aligns with their investment objectives.
• Identifying new business opportunities to acquire additional assets and/or increase revenue with prospective clients and existing client base.
• Working with the advisor to develop client communications and marketing pieces.
• Entering client trades as directed and ensuring daily trades and system account entries are timely and accurate.
• Assisting the team with research and product information from internal and external sources.
• Working with model portfolio selection process, Know Your Product (KYP), and other compliance initiatives.
• Assisting in idea generation and recommending ways to provide additional value to clients and increase office efficiencies.
• Facilitating client retention by building strong client-relationships.
• Adhering to regulatory policies by staying up to date with all industry rulings and policies.
• As requested, organize and/or attend investment partner meetings, client appreciation events, networking events, and other professional development opportunities.

What you bring to the table:

• Successful completion of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Wealth Management Essentials (WME) course.
• College or University degree in related field.
• 2-3 years of experience in the Financial Services industry or a related industry.
• Proficiency in Microsoft Office Suite including: Word, Excel and PowerPoint.
• Attention to detail and ability to maintain a high degree of accuracy.
• Strong written communication skills including strong proofreading, spelling and grammar.
• Strong interpersonal skills and the ability to deal effectively with a variety of clients and prospects, key business partners, and government agencies.
• Proficiency in contact management systems(CRM), Croesus, Morningstar, and other financial software and applications is considered an asset.
• Chartered Investment Manager (CIM®) designation is considered an asset.

The Perks:

• Competitive compensation
• Annual bonus structure
• No weekends
• Free on-site parking
• Awesome co-workers
• Health benefits negotiable

‍

The Growth Opportunity:

Professional development and enhanced industry licensing is available for this position.

How to Apply:

Qualified applicants are encouraged to apply by May 17th, 2024 to Jessica Perry, Operations Manager, Wealth Advisor, via email at 

We thank all those who apply, however, only those selected for an interview will be contacted.

‍