Private Wealth Management Junior Associate Advisor - Pointe-Claire, QC

Enhance your career in an entrepreneurial environment 
where you define your success & work as part of a team

The Jr. Associate Opportunity

Vendramini and Associates team is a leading private wealth management practice that operates in the greater Montreal region. We provide a full range of financial products and services to entrepreneurs, professionals and retirees in the Montreal area and have been operating for over 25 years

 By leveraging the experience you have gained in a consulting position, you will be responsible for contributing to the asset growth of a well-established and client-centered financial planning practice. You must be motivated, independent and disciplined, and have an entrepreneurial spirit as well as a passion for service and working with customers.

Requirements:

• Bachelor’s degree in finance or accounting
• Must complete securities course and must complete insurance of person courses
• Bilingual
• 0-3 years full time experience in the job market
• People person
• Entrepreneurial thinking
• Team player
• Open to ideas and you love to learn

Role description:

Will become familiar with transaction systems in place and help the service team with various tasks.
Will work with the service advisor, the lead advisor and the founder of the practice in serving all clients in the following ways:

1. Tax, retirement, insurance and estate plans for personal and corporate clients.
2. Portfolio construction and rebalancing for all clients including our HNW(high net worth clients)
3. Respond to client queries and help them with solutions.
4. Involved with our monthly webinars, social networking and technology queries which the practice may have.
5. Develop our 3rd generation clientele (20-35 years of age) with investment, insurance and mortgage needs.

Compensation:

• 50-65000$ depending on the experience
• Group insurance benefits
• Continuous education seminars on business development & tax, investment, retirement, and estate planning.
• Advancement in the practice to service and eventually lead advisor.
• Depending on business development skills, potentially having the opportunity to become a shareholder of the practice.

Please submit a cover letter and your CV to marco.vendramini@ig.ca

For inquiries or clarifications, you can also contact Marco at 514-951-4360