Advisor, Digital Investing

This is a fully remote position, open to applicants in Canada.

📋 Description

• Primarily assist clients in the inbound call queue

• Foster trust and cultivate robust client relationships

• Assess individual investment requirements

• Offer professional guidance to help clients achieve their financial objectives

• Aid clients with portfolio evaluations, onboarding, account access, contributions, and withdrawals

• Execute sales and service tasks for customers in alignment with established procedures

⛳️ Requirements

• A minimum of four (4) years of relevant industry experience, OR a post-secondary degree or diploma

• Completion of the essential proficiency components for IR licensing, including Canadian Securities Course (CSC), Conduct & Practices Handbook Course (CPH), or Canadian Investment Regulatory Exam (CIRE)

• Understanding of common wealth management strategies along with their respective advantages and disadvantages

• Exceptional communication, time management, and listening abilities

• Strong verbal and written communication skills in both French and English are preferred

🏝️ Benefits

• Health insurance

• Tuition reimbursement

• Accident insurance

• Life insurance

• Retirement savings plans

• Performance-based incentives

• Discretionary bonuses

• Additional perks and rewards

• Comprehensive training and coaching

• Managerial support

• Opportunities for networking

• Remote work from home every day

• An inclusive, equitable, and accessible workplace

• Accommodations during the selection process