Wealth Management Advisor

ROTHENBERG CAPITAL MANAGEMENT - Westmount, QC (il y a 30+ jours)

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Position: Wealth Management Advisors, Montreal Quebec

Job description

Rothenberg Capital Management, proud winners of Canadian Business Awards for best independent financial service brokers, take pride in their Wealth Management Advisors of the highest caliber with all the credentials.

We are looking for a Wealth Management Advisor to manage and grow our client base and assets under management. The ideal candidate must have successfully completed the CSC and CPH courses. Beneficial designations include CIM, CIWM, CFP and CFA. Advantageous but not essential credentials include licensing as a Portfolio Manager, Associate Portfolio Manager, Options licensed, Life Insurance licensed.

University degree in Business, Economics, Finance is preferred.

The position is a combination of client interaction, consultative solutions, and selling ability. The candidate must communicate well, network proactively, and have a sales process to acquire and grow a dedicated client base. Actively prospecting to develop a funnel of qualified leads, systematically communicating with them, and converting them from leads valued clients.

The successful candidate will be an integral part of a team, delivering personalized financial solutions in a timely fashion with high attention to detail to our very loyal clientele.

The Wealth Management Advisor will ensure transactions are processed accurately in accordance with compliance, regulatory and internal requirement.

Job Function

The candidate’s role and responsibilities include:

· Asking the rights questions to uncover areas of concern and desired long- and short-term goals.

· Provide tailor made planning solutions in the areas of pre and post retirement, estate, tax, insurance, and portfolio management.

· Deliver ongoing support and advice to an existing client base in order to expand your relationship with them and receive introductions.

· The position is a combination of client interaction, consultative solutions, and selling ability.

· The candidate must communicate well, network proactively, and have a sales process to acquire and grow a dedicated client base.

· The successful candidate will be an integral part of a team, delivering personalized financial solutions in a timely fashion with high attention to detail to our very loyal clientele. Following through on reports

· Efficient time management of daily, hourly CRM entries will lead to success.

· The Wealth Management Advisor will ensure transactions are processed accurately in accordance with compliance, regulatory and internal requirement

· Actively prospecting to develop a funnel of qualified leads, systematically communicating with them, and converting them from leads valued clients

· Achieving monthly sales quota

Qualifications:

· Ideal candidate must have successfully completed the CSC and CPH courses.

· Beneficial designations include CFA, CIM, CIWM, and CFP

· University degree in Business, Economics, Finance is preferred.

· Excellent command of English and French

· Industry experience

· Ability to work with multiple personalities and a superb listener.

· Effective ability to mediate difficult situations to positive resolutions.

· Excellent accuracy, time management, problem solving and organizational skills

· High level of initiative and resourcefulness

· Understanding client needs and transitioning them to the firm's solutions and products

· Salary, bonus plans, and benefits

Rothenberg Capital Management believes that hiring qualified and talented individuals to fill positions contributes to the overall success of the company.

Each candidate is hired to grow, be shaped and molded into high performers to make significant contributions to our organization.

Job Type: Full-time

Education:

  • Bachelor's Degree (Preferred)

Licence:

  • CSC and CPH (Preferred)

Language:

  • french and english (Preferred)