Associate Investment Advisor

Responsibilities

• Act on lead advisors' instructions, attend client meetings, present investment ideas, and promote disciplined investor behavior.
• Assist in research, analysis, asset mix decisions, and investment product selection.
• Prepare investment policy statements, investment proposals, and client review presentations.
• Provide high-quality client service through various communication channels.
• Uphold high standards of integrity, objectivity, and expertise.
• Facilitate and resolve client service requests.
• Apply operational and client-service processes knowledge effectively.
• Work independently and efficiently, all paperwork is prepared for client meetings.
• Handle confidential information responsibly.
• Support Investment advisor with daily tasks, including calendar management and correspondence.
• Prepare Client account opening forms.
• Interact with clients in person and over the phone.
• Review and process year-end tax forms for clients.
• Perform other duties assigned by the lead advisor.

• CIRO licensed.
• Bachelor's degree with a focus on finance.
• 5-10 years of experience in investment or financial services.
• Experience managing diversified portfolios with ETFs, mutual funds, and individual securities.
• Ability to attract new clients.
• Familiarity with Dataphile, Morningstar, Hubspot, and Microsoft Office.
• Excellent verbal and written communication skills.
• Advanced organizational skills, including calendar management and scheduling.
• Strong problem-solving and multitasking abilities.
• LLQP licensing an asset.
• Fluent in English, French is an asset.

Salary based on experience and commensurate with the marketplace.

Full-time

On-site parking
RRSP match
Maternity and parental leave benefits

Nour Private Wealth is an equal-opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans’ status, Aboriginal/Native American status, or any other legally protected factors. Disability-related accommodations during the application process are available upon request.

We thank all applicants; however, only those selected for an interview will be contacted.

We do not offer sponsorship. This job is for Canadian citizens, work permit holders, and PR only.

Associate

Full-time

Finance and Sales

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