Bilingual Wealth Management Advisor

2 weeks ago

Montreal, Canada Compunnel Inc. Full time

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

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