Premium Advisor, Digital Investing, Bilingual – French and English
Canada
Full Time
2 weeks ago
$56,000 - $103,500 CAD
No Sponsorship
Key skills
CommunicationTime Management
About this role
Role Overview
Deliver sound Investment advice with a client-centered approach
Build strong relationships and loyalty amongst clients
Conduct proactive and recurring reviews of client portfolios
Support client onboarding through product demos and financial needs discussions
Work collaboratively with a team of support resources and other advisors
Requirements
Robust knowledge and familiarity with common wealth management strategies
Experience managing a portfolio of clients through various market conditions
Comprehensive knowledge and understanding of client needs by segmentation
Comprehensive understanding and awareness of competitor offerings and trends
In-depth knowledge of industry regulations and standards
Excellent communication, organizational, time management, and listening skills
Bilingualism preferred, French and English
Outstanding interpersonal skills with the ability to relate to a wide variety of individuals
A minimum of 3-5 years of relevant professional experience
Industry Accreditations or working towards preferred (CIM, CFA, CFP)
RR licensed or successful completion of Canadian Securities Course, Conduct and Practices Handbook and any other course required to maintain RR status.