2 дня назад
Financial Associate
50 840 - 59 350CAD
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Associate (Investment Portfolios): Supporting Investment Advisors in managing portfolios and developing new business with an accent on high-net-worth client engagement, investment planning, and relationship building. Focus on identifying client opportunities, improving the client experience, and supporting outreach and marketing activities.
Location: On-site full-time in Mississauga, Ontario, Monday through Friday
Salary: CAD 50,840–59,350 annual base salary, plus participation in an annual discretionary incentive or bonus program.
Company
is a relationship-oriented bank providing financial and investment services for clients.
What you will do
- Work closely with Investment Advisors to help manage investment portfolios.
- Engage directly with high-net-worth clients, provide support, and improve the client experience.
- Identify business opportunities and assist with developing investment plans based on client profiles, goals, and risk/reward tolerance.
- Build relationships through local events, marketing, and outreach activities.
- Support the growth of client networks and future business opportunities.
Requirements
- Legally eligible to work in Canada at the specified location, with a valid work or study permit where applicable.
- Current accreditation and good standing as a Registered Representative with the Canadian Investment Regulatory Organization Investment Dealer.
- Experience in financial services and/or the brokerage industry.
- Working knowledge of various quotation equipment.
- Client-focused communication, business development, analytical thinking, critical thinking, and collaborative skills.
Culture & Benefits
- Competitive salary, incentive pay, banking benefits, and a benefits program.
- Defined benefit pension plan and employee share purchase plan, subject to plan terms and conditions.
- Vacation offering, wellbeing support, and a social points-based recognition program.
- Professional growth and development opportunities, including a paid Purpose Day.
- Accessible and inclusive candidate and workplace experience.
Hiring process
- The process may include an attribute-based assessment and other skills tests, including French proficiency testing where applicable.
- Artificial intelligence tools may be used during recruitment.
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