Financial Advisor Associate

JOB

Investment Advisor Associate

EMPLOYMENT TYPE: Full Time

JOB LEVEL: Professional

DESCRIPTION

POSITION SUMMARY:

NOUR PRIVATE WEALTH’S TRAINING & MENTORING PROGRAM SETS YOU UP FOR SUCCESS AS AN INVESTMENT ADVISOR

As an Associate, you will work with a team to help clients reach their financial goals. You will be involved in marketing events, research and will utilize financial planning tools to analyze complex financial information and lead client/prospect financial planning presentations in conjunction with the Senior Investment Advisor. You will establish and cultivate relationships with new clients and proactively help to resolve issues and concerns. The Associate Investment Advisor will be fully trained and supported with the tools, resources, and coaching to serve as an apprentice to a Senior Investment Advisor. This career is both challenging and rewarding and is the best career path to becoming a successful Investment Advisor.

You possess:

• Business development aptitude and entrepreneurial spirit
  
• Success driven with a very strong work ethic
  
• Excellent interpersonal skills and a high level of integrity
  
• High degree of self-confidence and leadership
  
• A Bachelor’s degree or equivalent is expected
  
• The CSC & CPH is expected within 9 months of employment
  
• An MBA, CA, CFA, or CFP are assets
  
• Team-player, highly motivated, upbeat, proactive and can-do personality with eagerness to learn and develop
  

QUALIFICATIONS

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

• Four-year college degree or professional certification preferred
  
• Additional product licenses may be required
  

Knowledge/Skills

• Financial industry and product knowledge preferred
  
• Effective written and verbal communication skills
  
• Knowledge of applicable compliance rules and regulations and firm policies
  
• Able to work independently
  

Under the leadership of Elie Nour, one of Canada’s Top 50 Advisors in each of the past 6 consecutive years (according to Wealth Professional’s), you will be a part of a best-in-class training curriculum and apprenticeship period offering a structured and supportive program designed to reward individual and team contribution while meeting personal, professional and organizational client service and financial goals. This development program was recognized by the industry and helped Nour Private Wealth win the ADVOCIS Canada’s Best New Practice in 2015. We’ll help you develop the critical skills and knowledge necessary for establishing a robust wealth management business—acquiring clients, developing relationships, providing tailored strategies and more. You will also be able to use the deep resources and full capabilities of Fidelity Clearing Canada’s cutting-edge digital technology. We stand behind your success with the support you need to turn your potential into performance.

Help us build a better Nour Private Wealth. It all begins with outstanding talent. It all begins with you.