Location
Richmond Hill, ON | Canada
Job description
We are looking for a highly motivated MFDA and LLQP licensed Investment Associate to assist in servicing an existing book of business in Richmond Hill. As an Investment Associate you’ll attend investment meetings with the Senior advisor as well as manage part of the book of business.
RESPONSIBILITIES:
- Assist the Senior advisor in preparation for and execution of client meetings.
- Developing and/or growing a book of business to meet and exceed predefined goals.
- Assist in recommending investment products and services that are suitable based on the client’s goals.
- Solidify relationships with clients by responding to their inquiries in a professional pleasant and timely manner.
- Working with client investment portfolios you’ll be responsible for processing financial transactions trades and policy changes in an accurate and timely fashion.
- Developing and implementing new marketing campaigns and projects (e.g. social media/website).
- Assist in building the existing book of business organically and through your connections.
PREFERRED QUALIFICATIONS: - Postsecondary degree or diploma.
- Completion of the IFIC and LLQP.
- Intermediate knowledge of software including Microsoft Office and specifically Excel
- Analytical and problemsolving proficiency.
- Customer servicecentric.
- Excellent communication skills – oral and written
- Strong organization skills attention to detail and flexibility in an evolving work environment
- Being a team player with a positive attitude is essential for success in this position
Job tags
Salary
