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
Senior IC securities advisor
Builds
Personalized financial service offers and integrated solutions for members and clients
Domain
Financial services / Securities
Deliverable
client delivery
Required skills
Client relationship management, sales of securities products, compliance knowledge, operational problem-solving, staff recruitment support, solution design
Preferred skills
Interpersonal savvy, nimble learning, action orientation
Technologies
N/A
Responsibilities
Analyze member/client needs and propose integrated service offers, negotiate agreements with clients, provide administrative assistance in compliance and budget monitoring, supervise deposit of client cheques and handle complex operational tasks, recruit and hire administrative staff
Seniority
Mid-level, hands-on IC