Conseiller en placement adjoint

Proactively develop a client portfolio through service-oriented business strategies to achieve business development objectives.,Organize client-advisor meetings and facilitate the transition of client relationships.,Assist advisors in meeting preparation, form completion, and additional requests.,Maintain lasting client relationships by understanding financial objectives and providing personalized financial advice with advisor support.,Identify opportunities for client relationship development through asset consolidation, insurance needs fulfillment, and referral facilitation.,Ensure accuracy and up-to-date information in client accounts and documentation.,Execute client transactions accurately and on time.,Stay informed about investment industry regulations and developments.,Stay informed about market trends and economic developments that may impact client portfolios.,Follow up with clients for missing documents.,Keep client records and information up to date in appropriate systems.,Respond quickly and efficiently to client inquiries.,Provide competent and accurate service to clients to effectively meet their needs.,Accurately document all client interactions and transactions.,Resolve client issues and process transactions quickly and accurately, escalating to management if necessary.,Understand the documentation required for all types of client accounts.,Ensure compliance with team policies and procedures.,Collaborate with business partners and independent advisors to enhance client service and offerings.

1 to 2 years of experience in investment advisory, wealth management, financial planning, or a similar role.,Excellent written and oral communication skills.,Pleasant telephone manner and ability to guide client conversations.,Working knowledge of investment and retirement planning to meet client needs.,Excellent organizational skills.,Ability to take initiative and work autonomously.,Ability to meet deadlines and objectives.,Excellent understanding of industry and company compliance regulations.

Canadian Securities Course (CSC) completed, Conduct and Practices Handbook Course (CPH) completed, Wealth Management Essentials (WME) Course completed or enrolled. Preference for candidates with Investment Representative or Registered Representative license with CIRO, and those who have completed financial planning courses.

Flexible group insurance, defined contribution pension plan, stock purchase plan with employer contribution, telemedicine services, and hybrid work arrangements.