Associate Advisor
Core
Provide proactive advice and support to clients and Investment Advisors, managing relationships, executing business plans, and identifying growth opportunities.
Role type
Associate Advisor (Wealth Management)
Builds
Client service plans, business development strategies, and portfolio management support.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Canadian Investment Regulatory Exam (CIRE), Retail Securities Exam, CIM or CFA, Advanced MS Excel, Business application proficiency
Preferred skills
4+ years investment industry experience, analytical problem solving, client service excellence
Technologies
Microsoft Office Suite
Responsibilities
Manage client relationships and lead meetings, execute business plans and client service plans, nurture relationships with Centers of Influence, support trading and portfolio management, conduct market research, execute business development strategy.