Jobs In Timmins

Affiché il y a 6 jours

Associate Investment Advisor

HollisWealth

Temps plein • Timmins Région

 

HollisWealth

 

 

Associate Investment Advisor

Timmins, ON (101 Mall office)

 

 

HollisWealth is a wholly owned subsidiary of Industrial Alliance Securities Inc. As one of Canada’s premier financial advisory networks, we provide diversified investment and wealth management services to individuals, families, corporations and foundations.

At HollisWealth, we are dedicated to creating a positive working environment for employees and fostering a true business partnership with Advisors. We believe our biggest asset is our people and we are committed to supporting all members of our business family.  We are currently seeking a dedicated individual to join our team.

 

The primary purpose of the Associate is to work closely with the Advisor in the development and management of the Advisor’s book of business. In addition, the goal is to build and develop his/her own book of business over time and in due course, become a valued partner.

 

 

As an Associate, you will:

  ·    Identify new business opportunities to gather additional assets and/or increase

       revenue

·      Develop financial plans and projections, independently and with the Advisor

·      Grow and maintain strong client relationships by understanding the clients’ financial 

       situation and goals

·      Provide clients with an exceptional client service experience

·      Perform some administrative duties

·      Assist the Advisor in the development of an annual business plan 

       including any marketing initiatives

·      Maintain Advisor website

 

 

Qualifications:

 

·      A post-secondary education in Business/Economics is preferred. 

       Experience in the financial services industry would be viewed 

       positively. New Graduates are encouraged to apply

·      Completion of the Canadian Securities Course (CSC) will be 

       considered an asset. Successful applicant must be willing to obtain 

       CSC plus other mandatory courses within a determined timeframe

·      Excellent written and verbal communications skills

·      Strong organizational skills are required.  Applicants should be 

       capable of juggling administrative, trading, and research duties in a 

       changing environment

·      Strong interpersonal skills and the ability to interact effectively with 

       others

·      Meticulous attention to detail

·      Proactive self-starter with a high degree of maturity and ability to 

       work with minimal supervision

·      Advanced MS office skills

 

 

If you have an entrepreneurial spirit that values mentorship with a prestigious organization and an established Advisor, a career as an Associate Investment Advisor may well be the opportunity you seek. Compensation consists of a modest salary coupled with revenue sharing opportunities.

 

All applicants are invited to submit their cover letter and resume via email ONLY to ralph.mcdowell@holliswealth.com. If you have any questions, call 705.267.4200 for further information.

 

We thank all applicants for their interest; however, only those selected for an interview will be contacted directly. 

 

All applications will be treated in confidence.


Coordonnées

HollisWealth

38 Pine St N #131 38 Pine St N #131, Timmins, ON P4N 6K6, Canada

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Emplois de HollisWealth

il y a 6 jours

Associate Investment Advisor

Temps plein – Timmins

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Commission de formation du nord-est (CFNE)
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