Wealth Advisor
Detalhes do emprego
JOB STATEMENT:ModernAdvisor is a fast-growing and registered online investment management company, focused on bringing high-quality and affordable investment advice to everyday Canadians. As a technology-enabled portfolio manager, we deliver our discretionary portfolio management services to thousands of clients in all Canadian provinces. ModernAdvisor was founded in 2013, and is now a subsidiary of Guardian Capital Group (TSX: GCG).We are seeking a highly skilled Wealth Advisor to join our team, dedicated to working closely with clients to ensure their investment strategies are perfectly aligned with their financial goals and risk tolerance. The ideal candidate will possess exceptional interpersonal skills, enabling them to build strong, trust-based relationships with clients. With a robust background in financial planning and wealth management, the successful applicant will demonstrate a comprehensive understanding of investment products and services. If you are passionate about helping individuals achieve financial security and have a proven track record of success in wealth management, we would love to hear from you.ESSENTIAL FUNCTIONS:Conduct diligent follow-ups on Know Your Customer (KYC) updates, maintaining the integrity and accuracy of client information.Conduct reviews of vulnerable clients to ensure their investments align with their current needs and provide additional support where necessary.Address and resolve client investment-related inquiries, providing clear, actionable advice.Regularly review client Investment Policy Statements, ensuring ongoing suitability and adherence to investment goals and risk tolerance.Collaborate with referring financial planners to create a tailored, seamless experience for high-net-worth clients, ensuring their unique needs are met with the utmost precision and care.Review and approve new account applications to ensure accuracy and compliance with regulatory standards.QUALIFICATIONS:University degree - preferred major in business, marketing, finance or a relating field degree in business, marketing, finance or a related fieldA minimum of four years of experience as a Wealth Advisor, Investment Counsellor, or equivalentMandatory possession of a Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) charter.Must have been previously registered as an Associate Advising Representative (AAR), Advising Representative (AR), or a Client Relationship Manager (CRM) at a Portfolio Management firm.Proven track record in investment advisory and client service.Proficient in Microsoft Office Suite and adept at utilizing modern digital tools, including CRMs, e-signature solutions, and portfolio management systems.Excellent interpersonal skills and a commitment to building strong client relationships.Demonstrated ability to work effectively both independently and within a team environment.High ethical standards and a commitment to putting clients interests firstCOMPENSATION:Commensurate with experience Financial Services
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