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7 May
2024
Full-Time Adamson Wealth Group – Associate Investment Advisor
Job Description
Looking for a progressive role in a fast-paced financial environment with the opportunity to build a rewarding career, and help clients build their wealth? Adamson Wealth Group (AWG) is looking for a strong Associate to join their established wealth management team.
Who you will be working with:
Adamson Wealth Group is a private investment management and financial planning firm serving the Niagara Region for over 15 years. AWG delivers a personalized and collaborative approach to assisting clients through all stages of life. We believe that the value of good financial advice is priceless. Through a collaborative process with accounting and legal advisors, we provide the cornerstone of financial success – proper risk management, credit management, tax planning, and investment strategies.
What you will be doing:
- Delivering a high level of client service by responding to client inquiries in a professional and responsive manner and resolving issues whenever possible.
- Supporting the team with the review and analysis of client portfolios and preparing for client meetings.
- Offering clients sound investment advice that aligns with their investment objectives.
- Identifying new business opportunities to acquire additional assets and/or increase revenue with prospective clients and existing client base.
- Working with the advisor to develop client communications and marketing pieces.
- Entering client trades as directed and ensuring daily trades and system account entries are timely and accurate.
- Assisting the team with research and product information from internal and external sources.
- Working with model portfolio selection process, Know Your Product (KYP), and other compliance initiatives.
- Assisting in idea generation and recommending ways to provide additional value to clients and increase office efficiencies.
- Facilitating client retention by building strong client-relationships.
- Adhering to regulatory policies by staying up to date with all industry rulings and policies.
- As requested, organize and/or attend investment partner meetings, client appreciation events, networking events, and other professional development opportunities.
What you bring to the table:
- Successful completion of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Wealth Management Essentials (WME) course.
- College or University degree in related field.
- 2-3 years of experience in the Financial Services industry or a related industry.
- Proficiency in Microsoft Office Suite including: Word, Excel and PowerPoint.
- Attention to detail and ability to maintain a high degree of accuracy.
- Strong written communication skills including strong proofreading, spelling and grammar.
- Strong interpersonal skills and the ability to deal effectively with a variety of clients and prospects, key business partners, and government agencies.
- Proficiency in contact management systems(CRM), Croesus, Morningstar, and other financial software and applications is considered an asset.
- Chartered Investment Manager (CIM®) designation is considered an asset.
The Perks:
- Competitive compensation
- Annual bonus structure
- No weekends
- Free on-site parking
- Awesome co-workers
- Health benefits negotiable
The Growth Opportunity:
Professional development and enhanced industry licensing is available for this position.
How to Apply
How to Apply: Qualified applicants are encouraged to apply by May 17th, 2024 to Jessica Perry, Operations Manager, Wealth Advisor, via email at jessica@adamsonwealthgroup.com. We thank all those who apply, however, only those selected for an interview will be contacted.173 total views, 5 today
