Private Wealth Management Associate Advisor
Job Overview
Job title: Private Wealth Management Associate Advisor
Job description: R. Sales & Associates Private Wealth Management is currently seeking an independent, driven and career-minded professional. As an established and fastest growing professional full-service advisory firm in the Oakville/Burlington Area, you will immediately see how we are truly “different from the rest.” We strive for excellence every day; at the same time as having fun and enjoying a great work-life balance!
Join a group of highly motivated and successful professionals who provide a full range of financial products and services to over 500 families, entrepreneurs, professionals, and business owners with over 40 years in association with Investors Group Financial Services Inc.
RESPONSIBILITIES:
- Provide financial planning support to R. Sales & Associates Private Wealth Management
- Support business development and marketing initiatives
- Identify new business opportunities within our existing client base
- Prepare presentations and concept pieces for use in implementing financial planning strategies.
- Develop new client relationships from external sources and support introductions generated from centers of influence and current client referrals
- Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further the client relationship; and
- Review client accounts, execute trade orders, maintain account lists, track client documentation, and explain product, services and strategies to clients directly.
THE BENEFITS
- Industry leading compensation package that includes a base income, benefits, performance sharing, and bonus
- Flexibility and the opportunity to continue building your professional career with no limits
- Limitless career development opportunities
- A team who embraces technology and offers a modern work environment, that includes the ability to work in a virtual work environment and flexibility in your schedule
REQUIREMENTS
- The successful candidate will have a minimum of 5+ years of financial service experience
- Excellent customer service and client relationship management experience
- Comfortable working independently
- Familiarity with Salesforce, Conquest, or Financial Planning software
- Professional designations are an asset
CONTACT US
Please email Amanda Gidaro at to set up a call or email resumes to Daniel Pelc at
We thank all applicants, however, only those under consideration will be contacted.
Company: IG Wealth Management
Expected salary:
Location: Oakville, ON
Job date: Thu, 08 Sep 2022 00:42:36 GMT
Job Source: Careerjet.ca