The Investment Research Team is the heart of all Investment products designed by Wealthsimple. In this role you'll have the opportunity to fully own, oversee, and evolve our strategic asset allocation process through a data-driven analytical approach. Define approaches and establish investment guidelines for tactical adjustments to broad asset allocations. Identify optimal security selection and trade execution logic to ensure maximally efficient asset portfolios.
As an Investment Representative, execute manual trades with the Trade Desk and support the Client Success team and deliver extraordinary experiences that meet client's expectations while maintaining compliance. Support clients across all channels and solve complicated client edge cases. Deliver an amazing client experience by building a foundation of investment, personal finance and stock trading knowledge and identifying operational improvements.
This internship focuses on identifying and analyzing investors with a strong emphasis on ESG and sustainability initiatives, equipping leadership with valuable insights to align with like-minded stakeholders. You will research, compile, and rank prospective investors based on their strategic fit with Vosyn’s mission and goals, ensuring our fundraising strategy is robust and targeted.
Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects, advising customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures and makes referrals to other business groups as needed.
The SmartFolio advisor is responsible to primarily support clients in the inbound call queue. A successful advisor will invoke trust and build strong client relationships, determine individual investment needs and provide professional advice to ensure client’s financial goals are met. Advisors will support clients with various requests such as portfolio reviews, onboarding, account access, contributions, withdrawals etc. Advisors will also be required to fulfills sales and service activities for the customer in accordance with approved procedures.