This job is not active and is no longer accepting applications.
Careers> Private Wealth Management Associate Advisor - Vancouver, BC
Private Wealth Management Associate Advisor - Vancouver, BC
Western Canada - 003 - Greater Vancouver
Vancouver, British Columbia
Employment Type:
Private Wealth Management
Doyle & Associates Private Wealth Managementis a leading Vancouver based Private Wealth Management practice. We provide a full range of financial products and services to more than 250 families*, entrepreneurs, professionals and business owners in the North Bay and surrounding areas. We have been in practice for 30 years.
Must have a demonstrated history of success working in the high net worth market. Drawing on your previous experience in an advisory role, you will be responsible for growing the assets of a well-established, client-centric financial planning practice. You must be a self-motivated and disciplined individual with an entrepreneurial spirit who has a passion for business development and client service.
The Opportunities:
Front of the line access to Investors Group Private Wealth Management Support including the Advanced Financial Planning Team and Private Client Support and Practice Management Team;
Opportunity to build and be rewarded for your own equity
Be part of a dynamic team that utilizes television and radio marketing
Specifically You Will
Identify new business opportunities within the young professionals and entrepreneurs market;
Prepare presentations and concept pieces for use in implementing financial planning strategies;
Support all business development and marketing activities and strategies;
Develop new client relationships from external prospecting and introduction generated from centres 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, including bonuses and rewards based on sales results;
Entrepreneurial culture that promises personal growth and development in the high net worth market; and
Modern work environment and flexibility in your schedule
To Qualify for This Opportunity you Should Possess:
5years of experience in the financial services industry;
CFP® designation;
IIROC Registered Representative (RR), Life License Qualification Program (LLQP) or willing to obtain;
Strong interpersonal skills and demonstrated ability to build relationships and attract new business.
