Investment Advisor Assistant Jobs

Knowledge and insight into Investment Management and Investment Planning processes and controls in a public company environment.

Support in-year investment re-direction and other adhoc investment management projects and analyses as required.

Prepare investment management and other reports and presentations as required in support of the department, the division and business unit.

Support the division and the business unit regarding investment management processes, implementation and training.

Engage in conversations related to investment management processes with various process owners across Hydro One.

Proficiency in computer skills, including Word, PowerPoint and Excel. Knowledge of SAP and SharePoint is considered an asset.

Strong analytical skills and knowledge of financial markets, products, and services

Bachelor's degree or higher in Business, Finance, Economics, or a related field

Minimum 2-3 years of experience in a similar client-facing role within the investment industry

Excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients

Certified Financial Planner (CFP) or Chartered Investment Manager (CIM) designation is a plus

Experience with sustainable or Impact Investing is a plus

Assist in the management of investment portfolios, including monitoring asset allocations, performance, and risk exposure.

Strong understanding of financial markets, investment principles, and portfolio management.

Bachelor's degree in Finance, Economics, Business, or a related field.

Excellent attention to detail and organizational skills.

Effective written and verbal communication skills.

Knowledge of investment software and tools is a plus.

·Experience using Outlook, Zoom, and savvy with technology

·Having life insurance experience would be a bonus.

hold your mutual funds license (IFIC or CSC).

What you will be doing:

New Business - Life/Health Insurance:

Implement accounting activities, including assessing regulatory compliance requirements, as well as overseeing and evaluating outsourced administrative management.

Coordinate the multidisciplinary team’s activities (legal affairs and secretariat, taxation, operations, risk, investment) in project management mode.

Develop and prepare documentation, communication tools and executive summaries related to the team’s risk management activities.

An equivalent combination of education and experience will be considered

Good business acumen and risk management

Identify, assess and manage the structure’s risks and operational complexities in collaboration with other sectors.

You put our clients first. You have strong relationship building skills and can problem solve client needs efficiently and effectively.

You are educated. You have a university degree within a related field/Industry related designation and/or relevant experience.

Investing - Develop investment plans and written proposals for prospects and clients. Analyze information/trends and apply it to individual client circumstances.

You act like an owner. You thrive when you're empowered to take the lead, go beyond, and deliver results.

You’re a certified professional. You have current accreditation and good standing with the Canadian Securities Course and current Registered Representative status.

Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.

As an Associate Investment Advisor your key experiences and qualifications will include:

First and foremost, this individual must be enthusiastic about building a career within the wealth management industry.

Motivated to build a career in the wealth management industry.

As an Associate Investment Advisor your primary Responsibilities will include:

Help ensure that all client information and regulatory requirements are up to date and current.

Working with the Portfolio Manager to develop client communications and marketing pieces.

• Strong analytical and organizational skills, with the ability to manage multiple priorities

• Previous administrative/assistant experience in the investment industry would be an asset

• Intermediate knowledge of MS Word, Excel and Outlook

Continuous learning matters. We are committed to providing career-long support for learning and growth.

• Various aspects of general administration

• Coordinating client account documentation and follow through to account opening

You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.

Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

What You Need To Know

Leverage your investment strategy to create customized wealth management and investment services for your clients

Management focused on helping you grow

Establish a client base of high net worth individuals, families, business owners and foundations and manage their complex financial needs

You have 4-6 years of outbound sales experience and are comfortable earning 100% commission

You have excellent communications skills

Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline

Leverage your investment strategy to create customized wealth management and investment services for your clients

Management focused on helping you grow

Establish a client base of high net worth individuals, families, business owners and foundations and manage their complex financial needs

You have 4-6 years of outbound sales experience and are comfortable earning 100% commission

You have excellent communications skills

Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline

Leverage your investment strategy to create customized wealth management and investment services for your clients

Management focused on helping you grow

Establish a client base of high net worth individuals, families, business owners and foundations and manage their complex financial needs

You have 4-6 years of outbound sales experience and are comfortable earning 100% commission

You have excellent communications skills

Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline

Leverage your investment strategy to create customized wealth management and investment services for your clients

Management focused on helping you grow

Establish a client base of high net worth individuals, families, business owners and foundations and manage their complex financial needs

You have 4-6 years of outbound sales experience and are comfortable earning 100% commission

You have excellent communications skills

Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline

• Have access to a full suite of tools, resources and a Sales Management Mastery Program

As a VFG Financial Group Advisor, you will benefit from:

Past financial experience not required.

• A culture of competitive rewards and recognition

• A strong presence in your community

• Purpose - Passion - Process

A seasoned investment professional with experience managing segregated portfolios

A polished communicator with direct experience advising ultra-high net worth families

Advanced Excel skills, and confidence with Python and Bloomberg an asset

A leading practice catering to the unique needs of ultra-high net worth enterprising families

A growing multidisciplinary team of 7 professionals with a fun, can-do attitude

Core values include the power of collaboration, driving for simplicity in complexity and fearless transparency

Leverage your investment strategy to create customized wealth management and investment services for your clients

Management focused on helping you grow

Establish a client base of high net worth individuals, families, business owners and foundations and manage their complex financial needs

You have 4-6 years of outbound sales experience and are comfortable earning 100% commission

You have excellent communications skills

Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline

Previous experience in investment banking / venture capital firms

Excellent verbal and written communication skills coupled with the ability to do in-depth research

Researching potential partners and channels

Providing high level market research and analysis

Preparation of valuation and performance measurement reports

A CFA designation would be an asset but not required

·Salary based on Qualifications, Experience and Location ($60,000 -$75,000)

oExperience working directly with clients in an Advisory capacity

oIn depth knowledge of Stocks, Bonds & Mutual Funds

oKnowledge of the KYP process & Peer Analysis

Robertson Private Wealth Counsel, iA Private Wealth

We are growing our Team!

Design and provide detailed financial strategies for members including but not limited to retirement, education, asset allocation, and risk management

Actively solicit the full range of the Credit Union’s Wealth Management products and services

Remote/working from home hybrid option if desired once established

Working knowledge of job specific skills, products, services, and systems and willingness to learn

Competitive Compensation, Incentive Programs and Benefits

Benefits are 100% paid for by YNCU