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Thank you.
Here is a glimpse into a day-in-the-life-of an Associate:
-Provide financial planning support to the Hampton & Gelleta team.
-Support all business development and marketing activities and strategies;
-Identify new business opportunities for your existing clients as well as the clients already in the practice.
-Prepare presentations and concept pieces for use in implementing financial planning strategies;
-Develop new client relationships from external prospecting and introduction generated from centers of influence
-Meet directly with prospective clients as well as follow up with existing clients to execute strategic concepts and further the client relationship; and
-Review client accounts, execute trade orders, maintain account lists, track client documentation, and explain product, services and strategies to clients directly.
The Benefits
Strong total compensation package, with a competitive base income, additional bonuses and rewards based on achievement of key performance metrics and sales results;
Entrepreneurial culture that promises personal growth and development in the high net worth market; and Modern work environment, that includes the ability to work in a virtual work environment and flexibility in your schedule.
To qualify for this opportunity, you should possess
Strong interpersonal skills and demonstrated ability to build relationships and attract new business; Experience in the financial services industry;
Achievement of or willing to achieve the following:
-Canadian Investment Funds Course (CIFC),
-Mutual Fund License (MFDA),
-Life License Qualification Program (LLQP),
-CFP designation;