Investment Advisor (MUST HAVE CSC), Edmonton, Alberta, #2755

Location: Edmonton, Alberta, Canada
Date Posted: 07-23-2018
Investment Advisor (MUST HAVE CSC), Edmonton, Alberta, #2755
Our client is one of Canada's leading Wealth Management firms for affluent and high net worth investors. They are on the search for both new and veteran Investment Advisors to work in the Edmonton Branch offices.  You will provide a full scope of wealth management advice and solutions, such as insurance, retirement, estate and tax planning so their clients can preserve, grow and transfer their wealth to succeeding generations.
The Investment Advisor role extends far beyond making investment recommendations. Our advisors are wealth managers whose personal initiative is rewarded with lifelong, often multi-generational, relationships with clients who trust them to help them realize their most cherished life goals. The Investment Advisor role also enables you to build a business practice that fits your lifestyle and unique skill set, and the freedom and flexibility to build a service model that meets the investors' individual needs.
Your Skills Include:
  • Must have an entrepreneurial spirit in building a book of clients through networking, cold calling, prospecting, referrals, and seminars.
  • Strong communication and presentation skills.
  • Must be results-focused with proven success in sales and business development
  • Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is mandatory.
  • Completion of PFP and CIM are assets.
  • You are sales-oriented, self-motivated/managed, disciplined, responsible, and empathetic
  • You have a talent for networking and strong determination to succeed
  • You enjoy the challenges of seeking out new clients through associations in the community and referrals from previously satisfied clients
  • You can build partnerships with other business partners (banking, insurance, capital markets) to bring the best to our clients' customerds
  • You are self-assured, outgoing and confident
  • Along with having a strong sense of responsibility, you are extremely self-motivated and have a strong work ethic
  • First 18 months you will earn a base plus commissions and expect to earn over $100,000.00
  • After your first 18 months you will be on 100% commissions
  • Benefits after 90 Days
  • 2 weeks holidays after your first year
  • No relocation unless you have an existing book of business
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