Associate Investment Advisor (Orillia)

The Associate Investment Advisor supports the lead Investment Advisor (IA) and a team of IAs by providing professional and flawless service delivery, including investment advice, planning support, client management, and business development.

Responsibilities

• Support the lead IA and the team in delivering advice, planning support, client management, and business development.
• Manage the client base: understand client needs and deliver products and services that fit those needs.
• Provide high‑quality investment advice across all product offerings (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 and documented Investment and Wealth Planning process.
• Solve moderately complex problems, exercise judgment within broad guidelines, and independently perform end‑to‑end tasks...