Associate Advisor
Core
Wealth management advisor supporting sophisticated clients with investment advice, portfolio execution, and business growth.
Role type
Associate Advisor (Wealth Management)
Builds
Client portfolios and business growth opportunities
Domain
Financial Services / Wealth Management
Required skills
Registered Representative (RR) with CIRO, University degree, Bilingualism (English and French), 4+ years investment industry experience, Microsoft 365 proficiency, Analytical skills
Preferred skills
Growth-oriented mindset, Client service skills
Technologies
Microsoft 365 (Word, Excel, PowerPoint, Outlook)
Responsibilities
Respond to client account inquiries, Execute trades and rebalance portfolios, Conduct ongoing research on markets and investments, Support advisory team and clients through the wealth management process, Identify and execute opportunities for asset consolidation and referrals, Help build and execute business plans and client segmentation
Seniority
Mid-level, hands-on IC
