Junior Investment Associate Jobs

Investment Advisor Mentorship Program
This position is for you if…
You are an entrepreneur at heart. You don't fully fit in the traditional corporate environment.
You are attracted to the possibility of being your own boss and earning an income that reflects your true economic worth.
You also enjoy giving advice, sharing knowledge and helping others achieve their goals. You are hungry to learn and willing to be coached.
You are prepared to trade long hours and hard work for a few years in order to secure a prosperous career in the long term.
You are attracted by the financial markets. You enjoy being up to date with economic and business news.
We are looking for talented individuals to join our team of investment advisors.
Through our comprehensive Investment Advisor Mentorship Program, we will guide you in completing all your licensing requirements, while helping you develop the skills and knowledge you need to build your book of business and to practice as a top tier wealth manager.
As a new Investment Advisor, you will be expected to:
Execute business development strategies to acquire new clients.
Analyze clients’ financial needs, goals, sensitivity to risk and investment horizon.
Assess clients’ financial strengths, weaknesses and their key success factors.
Create, implement, and continually review clients’ plans that include strategies designed to help them pursue their long-term goals.
Act as a steward to the clients’ assets and achieve client satisfaction and loyalty through excellent wealth management services.
Coordinate the efforts of accountants, notaries, tax lawyers and other financial professionals in the application of advanced financial planning strategies.
Firm Background
Our firm is a prominent leader in the wealth management industry. Our team has been ranked #1 in the country since 2002. We earn our keep by helping our clients with every area of their financial well-being. Our process is extremely thorough whether we are discussing the management of their portfolios, the planning of their retirement income, the preparation of their estate or opportunities to reduce their income tax. At the end of the day, our success stems from putting our clients first. We strive to better their situation by identifying the opportunities and risks others have left on the table.
Requirements
Excellent interpersonal skills and a high level of integrity
Business development aptitude and entrepreneurial mindset
An MBA, CPA, or CFP will be considered as assets.
The chosen candidates will need to pass several interviews. If selected for the position, they will be required to successfully complete the Canadian Securities Course as well as the Conducts and Practice Handbook course
Job Type: Full-time
Salary: Commission
Schedule:
Monday to Friday
Work remotely:
No