Wealth Advisor & IIC

Responsibilities

• Present and advise on financial matters, recommending and selling products in mutual funds and other financial products to investors
• Develop and maintain good relationships with clients to create and retain a client base
• Receive feedback from clients and provide advice to update and maintain investor information to keep it current and relevant

Qualifications

• Non-restricted bachelor's degree
• Licensed investment advisor (Complex Securities 1 or 2)
• Understanding of financial products in the market
• Good interpersonal skills, communication skills, and ability to maintain good relationships with clients
• Honest and committed to serving the best interests of investors
• Prior experience as an investment advisor will be considered a plus