Client-Focused Investment Advisor Associate

Become a Client-Focused Investment Advisor Associate at a premier independent investment firm in Canada. This role blends relationship management with investment portfolio oversight tailored to clients’ needs.
As part of a high-performing advisory team, you will interact directly with clients, ensuring top-tier service and identifying avenues for growth. Your proactive approach and understanding of core investment concepts will be crucial in managing both fee-based and commission investment portfolios. Strong communication skills will drive your success.
Key Responsibilities:
• Anticipate and respond proactively to client needs
• Engage in consistent prospecting and relationship expansion
• Partner with the lead advisor on investment portfolio management
• Prepare portfolio evaluations and investment policy statements
• Execute trades per compliance guidelines
Requirements:
• CIRO-licensed with 2–5 years in investment operations
• Understanding of equity, ...