Sales Advisor ensuring customer satisfaction by providing quality advice at Castorama. Contributing to product presentation and store organization while promoting services and offers.
About the role
- Investment Counsellor delivering tailored investment management and wealth planning solutions for high-net-worth clients. Collaborating with internal teams to enhance client service capabilities.
Responsibilities
- Develop and implement tailored investment strategies using MPW’s open-architecture, multi-asset platform.
- Proactively monitor and manage client portfolios in alignment with investment policy statements and industry best practices.
- Lead client acquisition efforts, collaborating with MPW sales directors and independent advisors to identify opportunities and onboard new clients.
- Drive business growth by strengthening client relationships and expanding Assets Under Management (AUM).
- Utilize advanced financial planning tools and technology to deliver comprehensive, customized wealth plans.
- Maintain a disciplined approach to portfolio rebalancing, risk assessment, and performance monitoring.
- Communicate MPW’s investment philosophy and risk management approach effectively to both existing and prospective clients.
- Ensure full compliance with all regulatory and internal policies, mitigating risk for clients and the firm.
- Collaborate with cross-functional teams to enhance service delivery, improve investment solutions, and optimize the client experience.
Requirements
- CFA designation, CIM designation or CFA candidate (TEP or CFP designations are considered an asset)
- Eligible for registration as an Associate Advising Representative or Advising Representative with the provincial securities commissions
- Minimum of 5 years of experience providing discretionary investment management services to high-net-worth clients.
- Undergraduate degree in Commerce, Finance, or a related field preferred (MBA or equivalent considered an asset).
- Deep expertise in global markets and investment strategies, with a strong understanding of portfolio construction, asset allocation, and risk management.
- Strong knowledge of regulatory frameworks, compliance best practices, and the operational infrastructure of private wealth management.
- Technologically proficient, with advanced skills in Microsoft Office and portfolio management tools.
Benefits
- Health insurance
- Dental
- Mental health
- Vision
- Short- and long-term disability
- Life and AD&D insurance coverage
- Adoption/surrogacy and wellness benefits
- Employee/family assistance plans
- Retirement savings plans (including pension)
- Global share ownership plan with employer matching contributions
- Paid time off including holidays, vacation, personal, and sick days
- Statutory leaves of absence
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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