Investment Consultant - Markham, Canada - AimStar Capital Group Inc.

AimStar Capital Group Inc.

Verified Company

Markham, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

About AimStar
AimStar Capital Group Inc. is a full-service retail securities dealer based in Ontario. We provide the advisors with a platform where they can continue their practice in a welcoming and supportive environment.

Our advisors have access to a complete offering of high-quality investments products and services, providing them with the resources to customize investment solutions for their clients.

AimStar has built a professional support team to service our advisors.

Through our relationship with Raymond James Correspondent Services, our advisors can build strong relationships that give us the breadth to be a trusted partner in their growth.

As an Investment Advisor, you will contribute to the intake, prospecting, solicitation, development or maintenance of business relationships with members and clients.

You offer a service that meets the needs of the clientele according to the strategies and practices in effect.

Role and Responsibilities

Develop and maintain personalized business relationships with client in your field.
Establish a client base of individuals, families, business owners and foundations and manage their complex financial needs.
Proactively enhancing business through client referrals, networking, workshops/seminars. Leverage your investment strategy to create customized wealth management and investment services for your clients.
Deliver a superior client experience in assisting clients with daytoday requests and ongoing proactive service calls.
Adhere to all firm and regulatory policies by remaining up to date with all the regulatory rules and trading activities as it relates to a client's account and ensuring that any client interaction is accurately documented.

Key Skills and Experience

Minimum 35 years' experience in financial sales and are comfortable earning 100% commission.
Bilingual in both English and Chinese will be an asset.
You are selfmotivated, have integrity and empathy, and a commitment to a career as an Investment Advisor.
The ability to bring across a book or network of clients is highly desirable.
Excellent communication skills are highly essential.

Education

An undergraduate and/or postgraduate degree in Business/Economics or related field.
Successful completion of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and Wealth Management Essentials (WME) or will prior to your start date.
Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as a Registered Representative. (preferred)
Hold a valid life license (LLQP) in Ontario with good standing. (will be an asset)

Your benefits