This role supports lead Investment Advisors by delivering advice, planning support, client management, and business development
Job Summary
This role supports lead Investment Advisors by delivering advice, planning support, client management, and business development.
Responsibilities include managing client bases, providing high-quality investment advice across various products, and demonstrating financial planning expertise.
The role requires the ability to become licensed with CIRO as a Registered Representative and may offer optional designations like CIWM, CFA, CIM, or CFP.
Matching Summary
This role supports lead Investment Advisors by delivering advice, planning support, client management, and business development.
Salary
Base: $42,500 - $57,500 CAD; Bonus/Equity: Eligible for commission based earnings; Benefits: Not specified
Skills & Requirements
Must-have
Client relationship management
Investment advice delivery
Financial planning expertise
Business development support
Nice-to-have
Holistic goals discovery approach
Professional and personable client service
Risk management adherence
Key Requirements
Over 3 years of experience in wealth management
Ability to become licensed with CIRO as a Registered Representative