May 6, 2024
By
Jessica Perry

Associate Investment Advisor

(Full-time)

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Location: Fonthill, Ontario (in-office position)

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Looking for a progressive role in a fast-paced financial environment with the opportunity to build a rewarding career, and help clients build their wealth? Adamson Wealth Group (AWG) is looking for a strong Associate to join their established wealth management team.

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Who you will be working with:

Adamson Wealth Group is a private investment management and financial planning firm serving the Niagara Region for over 15 years. AWG delivers a personalized and collaborative approach to assisting clients through all stages of life. We believe that the value of good financial advice is priceless. Through a collaborative process with accounting and legal advisors, we provide the cornerstone of financial success – proper risk management, credit management, tax planning, and investment strategies.

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What you will be doing:  

  • Delivering a high level of client service by responding to client inquiries in a professional and responsive manner and resolving issues whenever possible.
  • Supporting the team with the review and analysis of client portfolios and preparing for client meetings.
  • Offering clients sound investment advice that aligns with their investment objectives.
  • Identifying new business opportunities to acquire additional assets and/or increase revenue with prospective clients and existing client base.
  • Working with the advisor to develop client communications and marketing pieces.
  • Entering client trades as directed and ensuring daily trades and system account entries are timely and accurate.
  • Assisting the team with research and product information from internal and external sources.
  • Working with model portfolio selection process, Know Your Product (KYP), and other compliance initiatives.
  • Assisting in idea generation and recommending ways to provide additional value to clients and increase office efficiencies.
  • Facilitating client retention by building strong client-relationships.
  • Adhering to regulatory policies by staying up to date with all industry rulings and policies.
  • As requested, organize and/or attend investment partner meetings, client appreciation events, networking events, and other professional development opportunities.

What you bring to the table:

  • Successful completion of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Wealth Management Essentials (WME) course.
  • College or University degree in related field.
  • 2-3 years of experience in the Financial Services industry or a related industry.
  • Proficiency in Microsoft Office Suite including: Word, Excel and PowerPoint.
  • Attention to detail and ability to maintain a high degree of accuracy.
  • Strong written communication skills including strong proofreading, spelling and grammar.
  • Strong interpersonal skills and the ability to deal effectively with a variety of clients and prospects, key business partners, and government agencies.
  • Proficiency in contact management systems(CRM), Croesus, Morningstar, and other financial software and applications is considered an asset.
  • Chartered Investment Manager (CIM®) designation is considered an asset.

 

The Perks:

  • Competitive compensation
  • Annual bonus structure
  • No weekends
  • Free on-site parking
  • Awesome co-workers
  • Health benefits negotiable

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The Growth Opportunity:

Professional development and enhanced industry licensing is available for this position.

 

How to Apply:

Qualified applicants are encouraged to apply by May 17th, 2024 to Jessica Perry, Operations Manager, Wealth Advisor, via email at jessica@adamsonwealthgroup.com.

We thank all those who apply, however, only those selected for an interview will be contacted.

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