Financial Advisor - Canadian Specialist Financial Advisor

Financial Advisor - Canadian Specialist Financial Advisor

Job Number : 3253091

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 :

• To work with some of the best professionals in the business - for a firm that values individual intellect as much as teamwork
• Flexible working arrangements
• Enriching challenges that provide opportunity for constant learning and advancement

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

• Effectively source business prospects and employ client acquisition techniques.
• Consult with clients on wealth management strategies based on their financial and investment goals.
• Balance new business generation, referral activities, customer follow-ups and administrative tasks.
• Comply with all regulatory requirements, including licensing and registrations.
• Focus on the client experience at every interaction and connecting with clients to build relationships in a meaningful and interactive way.
• Conduct strong due diligence on all products and services under consideration for clients, and prioritize Know Your Client (KYC), Know Your Product (KYP) and suitability obligations and the documentation thereof.
• Design comprehensive and tailored investment strategies which integrate multiple aspects of clients’ lives and financial goals through regular touchpoints and annual reviews, maintaining up-to-date investment plans.
• Conduct research on the economy and the markets as well as industry insights and client experience trends in wealth management, through proprietary and third-party sources.

Qualifications

Requirements :

• Must have completed CSC, CPH, & WME. Preferred candidate should have a CFP or on the path to CFP.
• Bachelor’s degree. Preferably in business, finance, sales, marketing, or related field.
• 3-5 years of experience within Financial Services, preferably with direct client management.
• Familiarity with Wealth Management branch structure, sales, and branch operations.
• Talented at networking with businesses and personal communities.
• Ability to listen to client needs and provide financial solutions.
• Ability to operate in a team-oriented environment.
• Exemplary written and verbal communications, presentation, time-management, and organizational skills.
• Must be comfortable working closely with various business organizations.
• Ability to prioritize and operate in a dynamic business environment.
• Strong proficiency with Microsoft Word, PowerPoint, and Excel.
• Strong proficiency with financial planning and client relationship management software.

Nice to have :

• Bilingual (French - written and spoken) would be an asset.
• Life Insurance License would be an asset.

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.