Advisor, Securities
Core
Serve, prospect for, and develop business relationships with members and clients to sell securities products and services including discretionary management, mutual funds, ETFs, and structured products.
Role type
Senior IC investment advisor (securities sales)
Builds
Specialized financial products and integrated service offers for members and clients
Domain
Financial services / Securities
Deliverable
client delivery
Required skills
Client relationship management, sales of securities products, compliance adherence, operational problem-solving, staff recruitment support, financial product analysis
Preferred skills
Interpersonal savvy, action orientation, results drive
Technologies
N/A
Responsibilities
Solicit and maintain business relationships with members and clients, analyze client needs and propose integrated service offers, provide administrative assistance in compliance and budget monitoring, supervise deposit of client cheques and handle complex operational tasks, recruit and hire administrative staff, negotiate agreements with clients
Seniority
Mid-level, hands-on IC