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Investment Advisor

4 months ago

Toronto, Canada iA Private Wealth Inc. Full time

Description

Domain : Private Wealth / Remote working / Location : Toronto, Montreal or Quebec City / Language : French and English

Reporting to the Director, iA Wealth Advice Centre, the bilingual Investment Advisor will be responsible for providing service to clients and growing branch assets. The successful candidate will have the opportunity to gain experience in the investment industry, grow a book of business, and build client relationships . The ideal candidate will be highly motivated and have an interest in progressing to Senior Advisor, Independent Advisor, other internal roles or career opportunities.

Major accountabilities include:

Building a book of clients through service and sales. Develop long term client relationships by providing investment advice and identifying client needs. Ensure clients information is accurate and up to date. Enter client trades as discussed with the client. Remain up to date with all the regulatory rules and trading activities as it relates to client accounts. Following up with clients on missing documentation required. Maintaining client files and information on the appropriate systems. Ensuring all client interaction is accurately documented. Responding to client inquiries in a timely, responsive manner. Resolving issues and effecting client transactions expeditiously and accurately, and escalating issues to the Director when appropriate. Understanding the required documentation for all client account types Ensure compliance of team policies and procedures. Reviewing and reducing all restricted accounts. Identifying opportunities to deepen relationships within the existing client base (i.e. referrals, consolidation of assets, insurance, etc…). Act as partner with business partners and independent advisors.

Qualifications:

1 to 2 years’ experience in a similar role. Excellent verbal and written language skills in both English and French owing to frequent interaction with English- and French-speaking clients across 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 needs of clients. Strong sales record. Strong organizational skills. Ability to take initiative and work independently. Ability to meet deadlines and targets. Understanding of industry and firm compliance regulations.

Education and Accreditations:

Preference will be given to applicants that are already CIROd Licensed. Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) completed. Wealth Management Essentials course completed or enrolled.

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