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Investment Advisor in Calgary at Jones Graham Consultants Inc

Date Posted: 3/7/2018

Job Snapshot

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    Not Specified
  • Date Posted:

Job Description

Category: Financial Services

Location: Calgary Alberta Canada

Our client, a reputable discretionary Portfolio Manager located in Calgary is looking to hire an Investment Advisor to join the team for a contract term of 1 year.  This is a salaried role.

Client Service

  • Responsible for all aspects of client service including compliance, reporting, presenting strategies, and annual client reviews
  • Client contact will be primarily by phone and email
  • Coordinate all client requests with appropriate areas of the Firm (i.e.: Administration, Investment Counselling, Global Research, or Marketing)
  • Respond to inquiries in a professional informative manner, provide product and service information, and ask open ended questions to generate an in-depth dialogue with clients

  • University Degree or equivalent experience
  • Completion of Canadian Securities Course, Conduct and Practices Handbook and Wealth Management Essentials
  • Completion of Branch Managers Course would be an asset
  • Currently registered with IIROC as an Investment Advisor (RR Licensed)
  • Minimum 3 years’ Investment Advisor experience building solid client relationships
  • Minimum 1-3 years’ experience at an IIROC entity, preferably registered as a Supervisor
  • Knowledge of regulatory (IIROC) rules and laws
  • Ability to accurately assess the scope of clients’ investment needs
  • Support a work environment that inspires innovation, creativity, collaboration, and diversity
  • Effective relationship building, communication and discovery skills
  • Possess a sense of ownership and accountability for their quality of work
  • A highly organized work approach and ability to meet time sensitive deadlines
  • Exceptional written and verbal communication skills
  • Excellent organizational, time management and prioritization skills
  • Advanced problem-solving and analytical skills

Details Apply Now