Junior Associate Investment Advisor (ID:3283)

Position Id
Edmonton AB
Job Type
Full-Time Regular

The Client

The client is a top financial institution with significant North American holdings. They have operations across most major verticals including (credit card, institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking).

What you will achieve in this role:

  • Directly assist in implementing and monitoring client wealth management solutions in accordance with clients' financial plans and investment policies
  • Proactively respond to client queries and prepare client specific reports for the Senior Investment Advisor before each client meeting
  • Attend all identified client portfolio reviews with the Senior Investment Advisor and manage all associated work flow
  • Remain in constant contact with clients to maintain and strengthen client relationships and with strategic partners (lawyers, accountants, insurance advisors, etc.)
What you must bring to this role:
  • Minimum 5 years’ experience in the Investment Industry within client-facing roles
  • IIROC RR license is required
  • CFP (or in the process of completing)
  • TEP and LLQP considered a strong asset
  • Strong ability to speak well in front of others and explain difficult financial concepts
  • Detail oriented and able to work well in a team environment as well as independently
  • Able to take initiative, work well in a fast-paced environment and rise to a challenge

Only those who are qualified will be contacted.

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