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Investment Advisor, Company Dominion Securities – Wallaceburg, ON
Finance & Investment Industry Company
Ontario Wallaceburg, , Canada
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With C$250 billion in assets under administration, Company Dominion Securities is the Canadian leader in wealth management for affluent and high net worth investors, on both a discretionary and non-discretionary basis. While investment management is the core offering, our 1,600 investment advisors and portfolio managers also provide a full scope of wealth management advice and solutions, such as insurance, retirement, estate and tax planning and charitable giving to help our clients preserve, grow and transfer their wealth to succeeding generations.
Position Purpose:
Company Dominion Securities in Wallaceburg, Ontario is currently hiring both new and veteran Investment Advisors to build long-term advisory relationships with affluent and high net worth clients.
Our Investment Advisors are wealth managers who build trusted, often multi-generational, relationships with business owners, individuals, families, charities and foundations based on personalized service and advice. Our clients entrust us with their financial assets to help them realize their most cherished life goals. As an Investment Advisor, you will customize a wealth management and investment management plan to meet the individual needs of your client.
Company Dominion Securities provides extensive support and resources to help you build a successful wealth management practice. Our industry-leading portfolio advisors, wealth management specialists and business development consultants are dedicated to supporting our Investment Advisors in creating a superior client experience. Working from the branch environment, our Investment Advisors have the freedom and flexibility to build a practice that fits their lifestyle and unique skill set. In addition, our highly competitive and comprehensive compensation program recognizes and rewards personal initiative.
This role is ideal for a high-performing sales professional who has a strong drive to succeed and who is comfortable in a commissioned sales role. If you have a strong entrepreneurial spirit and the networking skills to build long-term, professional advisory relationships, we would like to meet with you.
Key Accountabilities:
What we’re looking for:
• You are sales-oriented, self-motivated/managed, disciplined and responsible with a strong work ethic.
• You have well-developed listening skills and an ability to interpret client needs.
• You have a talent for networking and enjoy seeking out new clients through referrals from professional advisors, working with community associations and asking for referrals from previously satisfied clients.
• You can foster relationships with other Company partners (banking, insurance, capital markets) to bring the best of Company to your clients.
• You are self-assured, outgoing and have a strong determination to succeed.
For individuals who want to build a career in wealth management, Company Dominion Securities offers industry-leading support, including:
• Continuous education and extensive training for new and veteran Investment Advisors.
• A dedicated management team that is focused on helping you grow and manage your business.
• Virtually unlimited investment solutions backed by top-ranked research, portfolio strategy with strong results relative to the benchmark S&P/TSX, and Canada’s most accomplished Portfolio Advisory Group specializing in equity and fixed-income investments
• North America’s largest team of wealth management specialists to provide one-on-one support to help you address your clients’ financial, retirement, tax, estate planning and charitable legacy needs.
Job Requirements (Knowledge/Experience):
• Must have entrepreneurial spirit to build a book of clients through networking, cold calling, prospecting, referrals, seminars, etc.
• Strong communication and presentation skills.
• Must be results-focused.
• Canadian Securities Course preferred
• Preferred: Proven success in sales and business development, regardless of industry/discipline.
• Preferred: Completion of Conduct & Practices Handbook, PFP, CIM.
Work/Life Solutions:
Company offers a variety of programs, policies and resources to help employees manage work/life responsibilities while meeting business objectives. We take a proactive approach to providing employees with opportunities for a flexible integration of work, personal and community responsibilities and activities. A comprehensive array of programs and resources are available to respond to employees’ diverse life and business needs. These may include: Dependant Care, Education Assistance, Flexible Work Arrangements and Training & Development.
Diversity:
Diversity in the workplace, one of our shared values, lies at the heart of our rewarding, open, supportive and inclusive work environment. We respect and respond to the many competing and evolving priorities in our lives so you can focus on what you can do best – put clients first.
EOE/M/F/D/V
About Company:
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