20 meilleures offres (financial advisor, ancaster on) (à pourvoir)

Registered Representative - Associate Advisor
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Royal Bank of Canada —Hamilton, ON
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Registered Representative - Associate Advisor

Joe D’Aurizio - Investment Advisor
Burlington, ON

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Détails du poste

Permanent | Temps plein
De 80 000 $ à 115 000 $ par an

Profil recherché

Microsoft Word
Investissement
Microsoft Excel
Microsoft Outlook
Microsoft Office
CFP
Baccalauréat
Service à la clientèle
Programme de qualification en assurance de personnes (PQAP)
Morningstar
Services financiers
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Compétences en communication
Acquisition de clients
Gestion du temps

Description complète du poste

Who We Are
Joe D’Aurizio and team are based in downtown Burlington, Ontario, and have been helping clients build, preserve, and transfer wealth for over 30 years through personalized, objective advice. Our iA Private Wealth practice integrates investment management, financial planning, and tax-efficient strategies to support long-term financial goals. As an independent practice backed by a national firm, we combine flexibility with strong resources and offer a collaborative, supportive, and welcoming team culture.

Who You Are
We’re looking for an Associate Advisor to join our growing team. This is a great opportunity for someone who’s motivated, people-oriented, and eager to grow in private wealth management. In this role, you will manage and grow an established portfolio of existing clients, with a primary focus on delivering exceptional advice and identifying opportunities within current relationships rather than emphasizing new client acquisition.

Your Qualifications and Skills

Hold the CSC-based IIROC registration and are eligible for CIRO registration transfer or reactivation, or are early in your career and committed to completing the CIRO licensing pathway (including the CIRE), within 3 months
3 to 5 years of experience providing financial advice and client service within a wealth management environment
LLQP Life License is an asset
PFP, QAFP, or CFP designation is an asset (the successful candidate will be expected to work toward obtaining the CFP designation)
Proven ability to build client relationships and recommend investment solutions that help clients achieve their financial goals
Friendly, professional, and personable, with the ability to build trust-based relationships and adapt to clients' evolving needs
Entrepreneurial, self-motivated, and proactive, with the initiative to remain productive and identify opportunities during both busy and quieter periods
Excellent communication skills, both verbal and written
Strong organizational, time management, and multi-tasking abilities
Strong attention to detail and accuracy in handling information
Proficient with technology including expertise in Microsoft Office 365 (Teams, OneDrive, Excel, Word, Outlook)

Critical Accountabilities

Client Servicing

Participate in joint client meetings with the Principal Advisor and progressively transition into the lead advisor role for appropriate client relationships
Build, manage, and strengthen long-term client relationships through proactive, high-quality service
Conduct ongoing reviews of client portfolios to identify changing needs and ensure recommendations remain aligned with clients' objectives
Implement portfolio changes, including fund switches, portfolio rebalancing and other investment transactions.

Wealth Management & Financial Planning

Construct and analyze investment portfolios using Morningstar and other research tools
Analyze investment funds and managers to support ongoing portfolio recommendations and due diligence
Recommend appropriate insurance solutions, including life, critical illness, disability, and segregated funds (for candidates holding the LLQP licence)
Conduct financial reviews, retirement projections, and cash flow analysis
Identify client goals, financial risks, and planning opportunities
Gather, input, and analyze client information using financial planning software
Prepare and present personalized financial plans and wealth management recommendations

CRM Management

Maintain accurate client records including notes, documents, and follow-ups
Record client interactions consistently
Implement onboarding and welcome processes
Implement client contact strategies and service standards
Maintain and strengthen relationships with your existing centres of influence

Compliance

Ensure all client records, KYC information, CRM3 requirements, and regulatory documentation remain accurate, current, and compliant with CIRO and firm standards.

What success looks like

Clients feel confident and cared for because they receive proactive, personalized advice.
Existing client relationships deepen through regular reviews and thoughtful recommendations.
Financial plans and investment recommendations are delivered accurately, professionally, and on time.
Client retention remains high while assets under administration grow within the existing client base.

Base Salary

$80,000–$115,000 depending on experience, licensing, and qualifications. As your responsibilities, client relationships, and professional designations grow, there is a clear path to increased compensation and long-term career development.

Why join us

We are a well-established, professional, client-focused wealth management team where precision, integrity, and exceptional client service are at the heart of everything we do. While we have proven processes and a strong foundation, we also welcome fresh ideas, new perspectives, and opportunities to continuously improve.

You'll be part of a supportive team that values collaboration, shares knowledge freely, and steps in to help one another whenever needed

How to Apply
If you’re someone who finds meaning in helping others feel more confident and clearer about their financial future, we’d love to hear from you. Qualified applicants are invited to submit a resume to [email protected]. All applications will be held in strict confidence.

Job Types: Full-time, Permanent

Pay: $80,000.00-$115,000.00 per year

Benefits:

Casual dress
Dental care
Disability insurance
Extended health care
Life insurance
On-site parking
Vision care

Application question(s):

Can you reliably commute to our offices in downtown Burlington, Ontario from Monday to Friday?
Do you now or will you in the future require sponsorship to work in Canada?

Education:

Bachelor's Degree (preferred)

Experience:

client-facing, relationship building: 3 years (preferred)
providing investment advice: 3 years (preferred)

Licence/Certification:

Registered Representative status with CIRO? (required)

Work Location: In person

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Affinez votre recherche

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