Associate

Associate Business Development & Wealth Growth Focus

Location: Pickering Ontario

As an Associate you will support a Senior Financial Advisor and their team with their financial planning practice providing a full range of financial products and services to clients.This is a challenging growthfocused role ideal for someone who is passionate about financial planningand highly motivated by building a book of business through proactive outreach and relationship development. This individual will play a key role ingathering new assetsexpanding the client base anddeveloping strong relationships with highnetworth clients and business ownerswithin an already established highperforming practice.

You will have the opportunity to grow as a member of the team for many years to come and potentially take on greater responsibilities over time including leading others and managing top client relationships.

Your responsibilities will include but not be limited to:

• Proactively identifying and pursuing new business opportunities withhighnetworth families professionals and business owners
• Willingly and confidently engaging in outbound prospecting including phone outreach warm and cold calls networking and followup with prospective clients
• Leveraging the existing client base and developing Centres of Influence to uncover HNW referral opportunities
• Designing and implementing business development strategies focused onasset gathering and client acquisition
• Finding more opportunities to serve current clients and deepen wallet share
• Gathering data from clients to prepare plans/proposals
• Jointly meeting with clients alongside the Senior Financial Consultant
• Helping the Senior Financial Consultant and team formulate recommendations for clients
• Building relationships with clientsindependently or jointly with the Senior Financial Consultant
• Generating new business opportunities through strong relationships with current clients professional networks and Centers of Influence

To qualify for this opportunity you should possess:

• A Mutual Fund or Securities (RR) license and LLQP certification (or willingness to obtain)
• Minimum 3 years of industry experience
• Excellent written and verbal communication skills
• Strong computer skills in MS Office Suite (Outlook Word Excel PowerPoint)
• A strong clientservice orientation with the ability to interact professionally on the phone and facetoface

You should also have the following attributes:

• A natural ability to connect with motivate and influence others
• Confidence paired with coachability and a high level of integrity
• A demonstrated track record of generating new business attracting referrals and helping clients achieve positive outcomes
• A willingness toproactively reach out to potential clients including making outbound calls and initiating conversations
• Comfort working in a dynamic and successful practice where each team member may wear multiple hats
• A strong desire to learn grow and be mentored by experienced professionals