Advisor, SmartFolio

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

📋 Description

• Primarily assist clients in the inbound call queue.

• Establish trust and cultivate strong client relationships.

• Assess individual investment requirements.

• Offer professional guidance to help clients achieve their financial objectives.

• Aid clients with portfolio assessments, onboarding, account access, contributions, withdrawals, and other inquiries.

• Execute sales and service tasks for customers following approved procedures.

⛳️ Requirements

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

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

• Knowledge of common wealth management strategies and their respective advantages and disadvantages.

• Outstanding communication, time management, and listening abilities.

• Bilingual proficiency in French and English is a significant advantage.

• Bilingualism in English and Cantonese or Mandarin will also be regarded as an asset.

🏝️ 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.

• Support from management.

• Opportunities for network building.

• Tools and resources to achieve new milestones.

• Accommodations available upon request during the selection process.