Associate Investment Advisor - Surrey
1 week ago

Job summary
This role is responsible for supporting the lead Investment Advisor (IA) or a team of IAs by acting on their behalf through the delivery of advice and planning support, client management and business development. Manage the client base, understanding the needs of the client and delivering products and services which fit their needs.Responsibilities
- Provide high quality investment advice, across the full range of products (registered and non-registered, equities, fixed income, foreign domestic etc.) to ensure full client satisfaction.
- Demonstrate financial planning expertise to produce high quality plans through a well-developed documented Investment and Wealth Planning process.
- Solve moderately complex problems exercise judgment work within broad guidelines independently perform tasks from end to end acting as a point escalation required.
Job description
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