Job Description

Primary Locations: Vancouver, British Columbia

Attendance: On-site

Employee Status: Regular

Schedule: Full-time

Are you eager to be part of a growing team that values ingenuity and hard work?

We are looking for talented, passionate professionals who are dedicated to doing what's right for clients.a, Located in Vancouver, we are seeking an Associate Wealth Advisor to join a dynamic Advisory Team. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisors. Identifying and assisting growth of new business opportunities will also be key.a,

Responsibilities will include:

• Serve an existing clientele within an established and experienced team
• Manage the execution of client financial planning
• Create a pipeline of connections to contribute to the development of business and the acquisition of new clients
• Conduct meetings, presentations, seminars or forums with current and/or potential clients
• Articulate the nature of services and know how to simplify more complex situations
• Conduct an effective discovery discussion with clients to find out all the information needed to deliver an appropriate offering
• Manage client accounts by using a pre-determined and consistent process that responds to the practices of the team and the firm
• Support the exercise of Portfolio Management by providing a critical look at the selection of investments
• Provide clients (and prospects) with information about financial products

More specifically, you will have to

• Contribute to the growth of new assets and revenue for the teama, each year
• Make recommendations to clients to ensure that the investment plan remains in line with its objectives and reflects changes in the client's situation
• Know how to discover and evaluate risk tolerance, personal goals and the needs of the client
• Support the team in the transmission of relevant financial information to clients, depending on their situation
• Obtain the skills needed to have a critical look at all of the available financial product categories
• Explain the characteristics, risks and returns, advantages and disadvantages of different types of financial products

Competencies required

• Minimum of 5 years in the financial industry
• RR license preferred but IR license required
• Direct sales experience
• Ability to multi-task and work the minimal supervision
• Propensity to offer client quick, professional and efficient service
• Financial Planner or any other accreditation related to the field, an asset
• Knowledge of taxation, an asset

Preferred competencies

• Recognized ability to learn software and IT systems
• Excellent ability to maintain business relationships remotely (e.g. communications teams, telephone etc.)
• Drive, perseverance and energy
• Ability to work on a team

To be successful in this role:

• You have initiative
• You have an entrepreneurial mind
• YouaAEURA(TM)re analytical and are good at finding solutions
• You make it your priority to know your clients are well served and fully satisfied
• You have a bacheloraAEURA(TM)s degree in a discipline related to the position, such as finance or business administration, and at least two years of experience in the securities industry OR a combination of relevant training and experience in developing relationships

Your benefits

In addition to competitive compensation, upon hiring youaAEURA(TM)ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Initiatives promoting community involvement
• Telemedicine service
• Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employeesaAEURA(TM) ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.

Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to live your ambitions?

JobField: Wealth Management

Unposting Date: 2022-11-23

Job Number: ADV0028X

Posting Date: 2022-11-02