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Associate Investment Advisor
2 weeks ago
Description
Domain : Private Wealth / Remote working / Location : Toronto , Montreal, Quebec City / Languages : French and English
Reporting to the Director, iA Wealth Advice Centre, the Associate Investment Advisor will support both Admin Assistants and Investment Advisors on the team. They will have the opportunity to broaden their experience in the investment industry by supporting investment advisors and building a book of business. The ideal candidate will be highly motivated and have an interest in progressing to Investment Advisor, Independent Advisor, other internal roles or career opportunities. The role has a focus on both sales & support as well as administrative tasks.
Major accountabilities include:
Qualifications
Excellent verbal and written language skills in both English and French owing to frequent interaction with English- and French-speaking clients across Canada 1 to 2 years’ experience in a similar role within the investment industry Knowledge of financial instruments including equities, fixed income, mutual funds and asset allocation Pleasant telephone manner and an ability to keep client conversations on track Strong organizational skills Ability to take initiative and work independently Ability to meet deadlines and targets Understanding of industry and firm compliance regulationsEducation and Accreditations
Preference will be given to applicants that are already CIRO Licensed Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) completed or in progress. Completion of Wealth Management Essentials Course within 12 months Completion of other courses as determined by Management-
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