Job Order Detail

Description

David Aplin Group, one of Canada's Best Managed Companies, has partnered with our client to recruit an Investment Advisor based in Regina.

Our client, a high-end investment and wealth management firm is looking to add an investment advisor to their trusted team. This company is very well established and sophisticated organization that deals with an exceptional high net worth client base.

If you are interested in a very flexible career with an untapped ceiling for revenue, combined with a passion for investing and finance, this is a perfect role for you.

The Role:

Servicing existing clients with investment advice
Become a wealth management specialist to help clients with financial, retirement, tax, estate planning and charitable needs
Business development and attraction of new clients
Ability to chase leads and build new business
Developing a thorough understanding of the offered investment products

The Ideal Candidate:

Canadian Securities Course is mandatory
Financial planning and/or investment management designations are preferred
Understanding of the financial markets, and what drives them
Understanding of investment products
Extremely strong relationship skills required
Must be professional and presentable with excellent communication skills
Ability to build rapport with existing clients
Must be entrepreneurial and have a drive to succeed
Must be able to spend time networking, cold calling, prospecting, attend seminars
Outgoing personality with well developed listening skills