Associate Advisor
Based in Canada
Core
Deliver proactive client service, lead trading and portfolio rebalancing, and conduct market research to guide investment decisions for wealth management clients.
Role type
Associate Advisor (Wealth Management)
Builds
Client portfolios and investment strategies
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Trading, Investment analytics, Client relationship management, Market research, Portfolio rebalancing, Business planning
Preferred skills
Investment management, Client segmentation
Technologies
IIROC systems, Trading platforms
Responsibilities
Deliver high-quality client service and identify growth opportunities; Lead trading and portfolio rebalancing activities; Collaborate on client meetings and events; Conduct market and investment research; Support business planning and service model delivery.