Private Wealth Management Associate Advisor - Toronto, ON

de Hart & Associates, a leading Private Wealth Management practice, is growing rapidly and looking for a motivated Financial Advisor to join our practice as an associate.

As a key member of our award-winning team, you will actively support lead advisors in identifying new business opportunities, growing the assets of our clients and building relationships with key stakeholders.  You must be self-motivated and disciplined, with an entrepreneurial spirit and a passion for business development and client service.

 SPECIFICALLY, YOU WILL

• Support all financial planning, business development, marketing activities and strategies
• Meet directly with prospective and existing clients to execute strategic concepts and further the client relationship
• Manage the practice daily workflow and provide support;
• Act as the liaison between head office, the team and our clients;
• Assist the Advisor and team to continue to elevate the client experience through servicing and event support;
• Review client accounts, execute trade orders, maintain account lists, track client documentation and explain product, services and strategies to clients directly

 THE BENEFITS                                        

• Robust compensation and benefit package which includes a base salary of $60,000 and results-based bonuses and rewards.
• A culture that promises personal growth and development in the high net worth market
• Opportunity to build a rewarding career with a well-established financial services organization.

 TO QUALIFY FOR THIS OPPORTUNITY, YOU SHOULD POSSESS

• Experience in the financial services industry.  Preferably client facing experience
• CFP^® and/or other financial services designations, or working towards them
• Life License Qualification Program (LLQP) or willing to obtain them
• Strong interpersonal skills and demonstrated ability to build relationships and attract new business.

 CONTACT US

 Please email your resume to Sean Tidd, Vice President, Private Wealth Management at sean.tidd@ig.ca.

 We thank all applicants, however, only those under consideration will be contacted.