Associate Investment Advisor-new

Associate Investment
Advisor

200-1405 Rte Transcanadienne, Dorval, QC, H9P 2V9

Eligibility

This position is for you if…

You are attracted by the financial markets. You enjoy being up to date with economic and business news. You are also interested in financial planning and ideas to build wealth.

You appreciate working in a close-knit dynamic team, where your ideas and input have an impact and are appreciated. You are comfortable with numbers and enjoy learning to work on new software.

You also enjoy giving advice, learning new concepts, sharing knowledge and helping others achieve their goals.

Job Description

We are looking for a talented individual to join our wealth management team.

You are attracted by the financial markets. You enjoy being up to date with economic and business news. You are also interested in financial planning and ideas to build wealth.

As an Associate Investment Advisor, you will be expected to:

Analyze client portfolios and elaborate recommendations
Build portfolio models
Confirm & execute trades in client portfolios
Perform due diligence analysis on investment mandates and securities
Document meeting notes and client priorities
Analyze clients’ financial needs, goals and risk sensitivity
Assess clients’ financial strengths, weaknesses and their key success factors.
Create, implement, and continually review clients’ financial plans that include strategies designed to help them pursue their long-term goals.
Identify new business opportunities
Help achieve client satisfaction and loyalty through excellent wealth management services.
Help coordinate the efforts of accountants, notaries, tax lawyers and other financial professionals in the application of advanced financial planning strategies.

Firm Background

We are part of the Manulife Securities network, a wholly owned subsidiary of Manulife Financial – a leading Canada-based financial services group with principal operations in Asia, Canada and the United States.

As a leader in the wealth management industry. Our branch has been ranked #1 in the country since 2002. We earn our keep by helping our clients with every area of their financial well-being. Our process is extremely thorough whether we are discussing the management of their portfolios, the planning of their retirement income, the preparation of their estate or opportunities to reduce their income tax. At the end of the day, our success stems from putting our clients first. We strive to better their situation by identifying the opportunities and risks others have left on the table.

Requirements

College or Bachelor’s degree or equivalent experience
College or Bachelor’s degree or equivalent experience
Ability to work under pressure and with deadlines
Organized self starter
Excellent work ethic and a high level of integrity
Bilingual (French and English)
Proficient in working with general software, such as Microsoft Office, CRM, cloud/internet based software, etc.
Experience and Interest in the financial industry

The chosen candidates will be invited for an interview. If selected for the position, they will be required to successfully complete the Canadian Securities Course as well as the Conducts and Practice Handbook course.

Ready to start your professional journey with us

Our Values

Reach of Excellence

Just getting it done isn’t enough. We seek to surpass expectations and do better every day.

If you want to go far, go together.

We believe teamwork is the cornerstone of great achievement. We build on each other’s strengths to achieve bigger and better long-term results.

Think Big.

Growth starts with bigger goals. We don’t shy away from a challenge.

Never Compromise on work ethic and integrity

Every compromise leads to another. There are no shortcuts to true success, so we never take any.

Do good

As a successful practice, we believe it is our duty to promote positive change in society and to help those less fortunate.

Our Culture

Our team embodies a small business mindset and culture while remaining supported by a multinational company who is a trusted industry leader.

Company culture is the backbone of a happy workforce; we don’t take that lightly. We believe culture matters.

We build positive company culture through our everyday attitudes, behaviors, assumptions, metrics, and beliefs. Our standards are not mediocre, and we push our goals everyday through positive leadership, language, and processes.

Dale Carnegie once said, “People rarely succeed unless they are having fun in what they are doing.” Our roles here are more than just a paycheck. We enjoy our work and encourage fun in our constant pursuit of excellence.

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