Position Id
Toronto ON
Job Type
Full-Time Regular

Associate Investment Advisor – Top Investment Advisory Groups (Toronto and GTA)

What is expected of you:

  • Assisting in monitoring and implementing client wealth management solutions in accordance with clients' financial plans and investment policies
  • Responding to client inquiries
  • Assisting in trade execution
  • Compiling information for and preparing client-specific reports for the Senior Investment Advisor
  • Managing workflow upon completion of meeting by completing or delegating related tasks or delegating them to another team member
  • Maintaining and strengthening client relationships with clients. May also be required to work with strategic partners (lawyers, accountants, insurance advisors).

What you bring to the table:

  • Minimum 3 years of experience in the investment industry
  • Experience in similar client-facing role
  • CSC and CPH licensing
  • Detail oriented
  • Works well in a team environment as well as on your own
  • Takes initiative
  • Thrives in a fast-paced environment
  • Welcomes a challenge
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