Investment Advisor

Top Job

Located in Toronto, ON

Salary: $85,000 plus Bonus

Investment Advisor

What sets you apart from others:

Client Engagement: Prioritize improving each client's experience by establishing personal connections to ensure every interaction is meaningful. Provide reliable investment advice and develop customized financial plans to strengthen existing relationships. Additionally, expand your network to build new client connections.

Business Development: Develop a thorough understanding of your local market and potential client base to create an effective sales plan that converts leads into clients. Use your strong relationship-building and networking skills to generate opportunities and achieve measurable results. Leverage company's investment solutions to adopt a needs-based approach, leading to satisfied, loyal clients and increased referrals.

What Makes You a Great Fit:

• You prioritize your clients above all else.
• You actively seek the best solutions with a clear purpose.
• You have 5 to 7 years of experience in a financial advisory role, where you have successfully managed and expanded your client portfolio.
• You go above and beyond because you believe it's the right thing to do.
• You are passionate about people and value meaningful relationships, maintaining a diverse network of partners.
• You connect with others through respect and authenticity.
• You take ownership of your work, thriving when empowered to take initiative and deliver results.
• You are goal-oriented and motivated to achieve your objectives while making a positive impact.
• You engage with both your heart and mind, showing others and respecting diverse perspectives by listening to and learning from their experiences.
• Your influence can create positive change; you understand the importance of relationships and networks for success, and you inspire outcomes by sharing your expertise.

Qualifications and Licensing:

• You are a registered Advisor (CIRO) in good standing.
• You hold either the Personal Financial Planner (PFP) designation or the Certified Financial Planner (CFP) designation.

 

Values Matter to You:

You bring your authentic self to work and embody our core values: trust, teamwork, and accountability.

 

Compensation Package:

We acknowledge your contributions in meaningful and personalized ways by offering a competitive salary, bonuses, a comprehensive benefits program, a pension plan, and vacation benefits.

Our client's office is designed for flexibility and comfort. This role also offers the option to work remotely and meet with clients in the Greater Toronto Area (GTA) as needed.

Apply Now