Investment advisor associate for Harbourfront Wealth
Job description
Main Responsibilities
Interact with clients, advisors, planners, and members of our trading, investment management, and compliance teams;
Maintain a meaningful ongoing understanding of the client's financial lives through a combination of digital and remote interactive mediums, updating our CRM-based KYC information, and working with supervising ARs to determine the impact of significant changes and life events on clients’ investment strategies;
Respond to client inquiries/requests which require analytical detail and knowledge of investment products and the investment industry;
Ensure the clients’ financial planning advisors understand the investment strategies, and as needed meet with advisors and clients to facilitate the integration of the financial planning and investment strategy goals;
As needed, discuss the economy, market conditions, and portfolio performance with advisors and clients.
Skills required
Views this opportunity as an excellent starting point to build a career;
Possesses a passion and energy for finance and investing;
Embraces technology and the role it plays in financial services;
Wants to work in a fast-paced, team-oriented environment. Enjoys collaboration, implementing new ideas, and wants to contribute ideas that will make a difference as we continually strive for better ways of doing things;
Communicates clearly and confidently in English both in conversation and in writing;
Strong proficiency with Microsoft Office suite, especially Excel;
Proven analytical and problem-solving abilities;
Able to effectively prioritize multiple skills and multiple priorities;
Must be an adaptable team player who thrives in a fast-paced work environment.
Qualifications
Bare minimum: CSC, or willingness to complete the CSC.
CIM, CFA, and CFP are all assets.
Ideally being able to bring 10 to 20M.
Good at maintaining relationships.
Conditions:
Grid wise: commission based only: 35-40%
Salary plus commission: Starting 120 000$ plus bonuses quarterly, based on assets managed.
Salary start, potential equity after a time, and the potential for succession.
Hybrid
Benefits: Group benefits package.
Job Type: Full-time, permanent
Please send CVs to marie@huntrex.ca and indicate the position you are interested in
or contact Marie on Linkedin and send your CV in chat
https://www.linkedin.com/in/marie-frances-romea-nolasco-b58a73113/