We're looking for a candidate to fill this position in an exciting company.

• Client Engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes and opportunities to improve the client experience.
• Business Development - Proactively identify business opportunities for your team. Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on the client's profile, goals, and risk/reward tolerance.

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
• You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
• You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
• You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• You're a certified professional. You have current accreditation and good standing Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing. It's an asset if you have Registered Representative (RR) licensing. Financial Services and/or Brokerage industry experience is required.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.