Investment Advisor

1 week ago

British Columbia, Canada Kazana Capital Full time

About Us

Kazana Capital is a dynamic and growing exempt market dealer specializing in providing investment solutions to a wide range of clientele. Kazana Capital's product offerings focus on real estate and real estate backed investments. We are committed to delivering exceptional financial services and investment opportunities to our clients. As an Investment Advisor, you will play a crucial role in our organization's success by assisting clients in making informed investment decisions within the exempt market.


Key Responsibilities

  • Conduct initial consultations with potential clients to understand their investment objectives and risk tolerance
  • Maintain ongoing relationships with existing clients, providing updates on their investments and addressing any inquiries
  • Educate clients about the exempt market, investment products, and potential risks
  • Analyze and assess clients' financial situations to recommend suitable investment products
  • Ensure all investment activities comply with relevant securities regulations, including KYC (Know Your Customer) and AML (Anti-Money Laundering) requirements
  • Keep accurate records of client interactions and investment transactions
  • Collaborate with the compliance team to ensure adherence to all regulatory guidelines
  • Stay current on the exempt market and various investment products offered by Kazana Capital
  • Proactively identify and pursue new business opportunities within the wealth management and financial planner industry
  • Participate in marketing initiatives and client acquisition efforts to expand the client base


Qualifications

  • Minimum of 5 years of experience in a similar role within the financial services industry
  • Strong understanding of exempt market product and securities regulations
  • Has passed either the Canadian Securities Course or the Exempt Market Products exam
  • Excellent interpersonal and communication skills
  • Proven ability to build and maintain client relationships
  • Past experience with Customer Relationship Management systems
  • A clean NRD history

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