Financial Advisor - Canadian Specialist Financial Advisor
Job Number : 3253091
Posting Date
May 29, 2024
Primary Location
Americas-Canada-Ontario-TorontoEducation Level : Bachelor's Degree
Wealth ManagementEmployment Type : Full TimeJob Level : Assistant Vice President
Description
We offer :
Team Profile :
The Wealth Management Field partners closely with its affiliate entity, Morgan Stanley at Work, to create a seamless and consistent corporate employee (“participant”) experience throughout their financial life journey that will ultimately lead to a Morgan Stanley Wealth Management relationship .Our approach is highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation, and servicing of those participants. Our goal will be to drive growth across all client segments, from the Mass-Affluent to Ultra High Net Worth, with new digital and human capabilities.
Position Description :
The Financial Advisor will be part of the Morgan Stanley Wealth Management Canada (MSWC) team, and based in Toronto, Ontario. This role requires a driven advice professional with a customer-centric mindset, strong relationship management, organizational skills, and business development skills.
The best Financial Advisors are high achievers, astute listeners and skilled problem solvers who can offer specialized advice to help clients meet their wealth management needs. The individual can help clients achieve their financial goals and help them make a difference in their lives. They listen to their clients and work with them to develop portfolios reflective of what’s most important to them.
Duties and Responsibilities
Qualifications
Requirements :
Nice to have :
About us :
Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. At Morgan Stanley Montreal, we are shaping the future of our global business and contributing to our local community. Our team works across numerous areas.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
We offer a hybrid work environment, combining remote work and attendance in the office.
Build a career with impact. Visit morganstanley.com for more information.