Advisor, Securities
Core
Serve, prospect for, solicit, 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
Investment Advisor (Securities)
Builds
Personalized financial solutions and integrated service offers for members and clients
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
Business development, client relationship management, product sales, compliance knowledge, administrative supervision, operational coordination, recruitment support, interpersonal communication, solution design
Preferred skills
None stated
Technologies
None stated
Responsibilities
Provide administrative assistance in compliance and budget monitoring; supervise deposit of client cheques and handle complex operational tasks; coordinate interest management for new issues; recruit and hire administrative staff; resolve everyday operational issues in the branch; analyze client needs and propose integrated service offers.
Seniority
Mid-level, 2+ years experience