Wealth Management Associate

Are you a seasoned banker with a proven track record of success and a passion for wealth management Do you thrive in a fastpaced environment and enjoy collaborating with a highperforming team If you licensed as a regestered representative (CIRO) and are looking to leverage your expertise we want to hear from you!

Our Client:

A wellestablished and growing Bankowned brokerage firm is searching for a talented Investment Associate to join their team in Markham Ontario. This is a fantastic opportunity for a licensed banker to transition into a rewarding wealth management role with a market leader.

The Role:

In this exciting role you will play a vital role in supporting the firm's investment professionals in providing exceptional service to their valued clients. You will leverage your banking experience to excel in tasks such as:

• Conducting indepth financial research and analysis to identify suitable investment opportunities.
• Developing and maintaining strong relationships with clients understanding their financial goals and risk tolerance.
• Creating comprehensive investment plans and recommendations tailored to each client's unique needs.
• Executing investment transactions efficiently and accurately while adhering to CIRO compliance standards.
• Maintaining detailed client records and ensuring all activities comply with regulatory requirements.
• Contributing to the overall growth and success of the team by collaborating with colleagues and supporting business development initiatives.

The Ideal Candidate:

• 3 years of experience in the financial services industry preferably within a banking environment.
• Strong understanding of investment products financial markets and risk management principles with a focus on wealth management strategies.
• Proven ability to conduct thorough financial research analyze data and generate insightful reports.
• Excellent communication and interpersonal skills with the ability to build strong relationships with clients and colleagues.
• Highly organized and detailoriented with a strong commitment to accuracy and efficiency.
• Must hold the Canadian Investment Representative (CIRO) designation.
• Canadian Securities Course (CSC) and Conducting Portfolio Holds (CPH) are a plus.

Why Join Us

• Competitive salary and benefits package
• Opportunity to work for a wellrespected and growing organization
• Fastpaced and dynamic work environment
• Supportive and collaborative team culture
• Recognition and rewards program
• Chance to make a real difference in the lives of your clients