Junior Wealth Advisor

Regina

Permanent

  • Accounting & Finance
  • Job Code: 9P920995417
  • Posted: May 08, 2018
David Aplin Group, one of Canada's Best Managed Companies, has partnered with our client, to recruit for a Junior Wealth Advisor.

The Role:
  • Identifying new business opportunities to gather additional assets and/or increase revenue
  • Having targeted asset and revenue levels
  • Utilizing an in-depth knowledge of products and services to identify new opportunities
  • Ensuring the suitability of client recommendations, and that they are in line with the clients’ financial goals, objectives, and risk levels.
  • Maintaining a good understanding of client profiles and the Advisor’s investment strategy being used to implement client objectives
  • Prospecting and following up on leads & Managing the execution of transactions
  • Preparing and presenting reports and recommendations to clients
  • Develop marketing material and client communications
  • Develop team business plan and processes
The Ideal Candidate:
  • 2 years of Industry Experience
  • Excellent written and verbal communication skills
  • Ability to take initiative and work independently while maintaining an entrepreneurial spirit
  • Understanding of industry and firm compliance regulations
Educational Requirements:
  • Canadian Securities Course (CSC)
  • Conduct and Practices Handbook (CPH)
  • Wealth Management Essentials (WME) prior to enrolling in Registered Representative Training 
  • Registered Representative Training (RRT)
  • Relevant licensing as required by the Advisor’s business
  • Completed the Investment Associate Training Program
  • Insurance Licensing
If you are interested in this position and meet the above criteria, please click the Apply button to send your resume in confidence directly to Angela Degelman, Managing Consultant, Aplin Accounting & Finance. We thank all applicants; however, only those selected for an interview will be contacted.  #LI-SAS

WE APPRECIATE YOUR INTEREST IN DAVID APLIN GROUP.


If this is your first introduction to us, we invite you to become one of our satisfied candidates. David Aplin Group has been Canadian owned since 1975. Our professional consultants are passionate about helping you find a fulfilling job or career and ensuring your complete satisfaction with our process. Our proven track record, nearly 4 decades long, is largely due to our team of highly skilled and successful specialists. Through superior service and a commitment to long-term relationships, we provide deep specialization in core areas for complete recruiting and HR solutions across Canada - all from one source. We look forward to exceeding your expectations!

Learn more about David Aplin Group and view all of our current job opportunities, career tips, and tools at www.aplin.com.

Recruiter:

Profile

Angela Degelman

Accounting & Finance

Saskatoon

Managing Consultant

  • 306.665.1386
  • adegelman@aplin.com

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