Investment Advisor

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 client according to the strategies and practices in effect. More specifically, you will be required to: Develop and maintain strong relationships with clients. Maintain your mutual funds license in good standing Adhere to the Policies and Procedures as outlined by the Dealer (DFSI) Create strategies to support clients’ financial needs Promote and provide solutions that will meet client needs based on the products and services available. Ensure consistency between sales objectives, sound and prudent risk management, profitability and member and customer satisfaction. Regularly meet with clients to analyze their needs to develop and implement appropriate solutions and present integrated service offers. Provide advice and support to current and potential clients.