Are you a seasoned banker witha proven track record of success and a passion for wealthmanagement Do you thrive in a fastpaced environment and enjoycollaborating with a highperforming team If you licensed as aregestered representative (CIRO) and are looking to leverage yourexpertise we want to hear from you!
Our Client :
A wellestablished and growing Bankowned brokerage firm issearching for a talented Investment Associate to join their team inMarkham Ontario.
This is a fantastic opportunity for a licensedbanker to transition into a rewarding wealth management role with amarket leader.
TheRole :
In this exciting role youwill play a vital role in supporting the firm's investmentprofessionals in providing exceptional service to their valuedclients.
You will leverage your banking experience to excel intasks such as :
- Conducting indepthfinancial research and analysis to identify suitable investmentopportunities.
- Developing and maintainingstrong relationships with clients understanding their financialgoals and risk tolerance.
- Creatingcomprehensive investment plans and recommendations tailored to eachclient's unique needs.
- Executinginvestment transactions efficiently and accurately while adheringto CIRO compliance standards.
- Maintainingdetailed client records and ensuring all activities comply withregulatory requirements.
- Contributing to theoverall growth and success of the team by collaborating withcolleagues and supporting business developmentinitiatives.
TheIdeal Candidate :
- 3 years of experience in thefinancial services industry preferably within a bankingenvironment.
- Strongunderstanding of investment products financialmarkets and risk management principles with a focus on wealthmanagement strategies.
- Provenability to conduct thorough financial researchanalyze data and generate insightful reports.
- Excellent communication and interpersonalskills with the ability to build strongrelationships with clients and colleagues.
- Highly organized anddetailoriented with a strong commitment to accuracyand efficiency.
- Must hold the Canadian Investment Representative (CIRO)designation .
- Canadian Securities Course (CSC) andConducting Portfolio Holds (CPH) are aplus.
Why Join Us
- Competitive salary and benefitspackage
- Opportunity to work for awellrespected and growing organization
- Fastpaced and dynamic work environment
- Supportive and collaborative team culture
- Recognition and rewards program
- Chance to make a real difference in the lives of yourclients
Client Experience Associate
Financial services industry or Wealth Management experience an asset . Assist the CPMs in the completion of all tasks related to client relationship management activities, including preparing and organizing material, scheduling, and meeting set-up to our preferred standard, in person or on-line . ...
Wealth Management Associate
Are you a seasoned banker witha proven track record of success and a passion for wealthmanagement Do you thrive in a fastpaced environment and enjoycollaborating with a highperforming team If you licensed as aregestered representative (CIRO) and are looking to leverage yourexpertise we want to hear ...
Senior Associate, Wealth Management (Global Client Group)
Dimensional's Canadian Wealth Management group is responsible for developing new business as well as managing current relationships with financial advisors. Reporting to a Senior Relationship Manager the Senior Associate will provide relationship management and analytical support in helping to grow ...
Wealth Management Associate
Are you a seasoned banker with a proven track record of success and a passion for wealth management? Do you thrive in a fast-paced environment and enjoy collaborating with a high-performing team? If you licensed as a regestered representative (CIRO) and are looking to leverage your expertise, we wan...
Associate, Asset Management Operations
Asset Management Operations, you will support our Asset Management and Portfolio Administration teams by reviewing, managing and approving client portfolio design and changes, as well as assist in research and management for model portfolios, asset mix, risk management, liquidity risk and responsibl...
Business Intelligence Analyst (Pharma)- Contract
The Business Intelligence Analyst will work collaboratively within the Commercial Operations team in support of the Prescription business unit to meet objectives and deadlines by providing data analysis/validation support and strategic insight based on the analytics to affect change and growth in th...
Business Analyst /Senior Developer
Tata Consultancy Services is an IT services, consulting, and business solutions organization that has been partnering with many of the world’s largest businesses in their transformation journeys for over 55 years. Experience in business systems analysis; Experience in General Insurance (Personal Lin...
Junior Business Systems Analyst, Mutual Funds
Acting as a subject matter expert for the line of business, in this role the successful candidate is responsible for supporting the business needs on system applications; requirement activities on small enhancements and projects; conduct business analysis with minimal guidance; articulating the busi...
Project Manager
Knowledge of project execution, including all elements of project management and how to plan project activities for project phases. Project/Study management in mining and infrastructure industries project development including experience in the management of numerous projects through their complete ...
National Key Account Manager
The National Key Account Manager will play a crucial role in our organization by actively monitoring and managing key accounts within the cannabis industry. The National Key Account Manager will collaborate closely with the Marketing Team to ensure that the unique needs of key accounts are met, and ...