Associate Investment Advisor

Associate Investment Advisor

Are you a dedicated account manager in tune to the needs of high value brokerage clients? Can you provide professional and flawless service delivery in support of your designated Investment Advisor and team of Advisors? Then the role of Associate Investment Advisor might be the right fit for you.

Responsibilities

• Manage the client base, understanding the needs of the client and delivering products and services which fit their needs.
• Provide high quality investment advice, across the full range of products (registered and non-registered, equities, fixed income, foreign, domestic and more) to ensure full client satisfaction.
• Demonstrate financial planning expertise to produce high quality plans through a well-developed and documented Investment and Wealth Planning process.
• Solve moderately complex problems, exercise judgment and work within broad guidelines to independently perform ...