Investment Associate at Leading Firm in Montreal

Role description

Enhance client relationships as an Investment Associate in Montreal, Quebec. Collaborate with advisors to innovate client service and enrich business development initiatives.
In this impactful role, you will partner with a Wealth Advisor to expand their book of business and deepen client connections. Your expertise in the securities industry will help you uncover new opportunities, prepare insightful reports for clients, and shape effective marketing strategies. Guidance and mentorship to junior associates will also play a critical role.
Key Responsibilities:
• Discover new business avenues to enhance revenue
• Collaborate with Total Wealth Specialists for client planning
• Analyze client portfolios and present actionable insights
• Craft marketing communications aligned with client needs
• Mentor and support team members in their development
Requirements:
• Relevant experience in the securities sector
• CIRO Registered Representative designation required
• Proficient verbal and written communication skills
• Attention to detail and strong time management
• Outstanding client service focus and professionalism
Maximize your expertise and drive success at a prestigious firm in Montreal.
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