Investment Advisor
On-site · Ottawa, Ontario, Canada
Job Summary
Investment Advisor role focusing on managing and growing client relationships through investment-related advice, sales and service. Responsible for assessing client investment needs, delivering customized investment concepts, building trust, educating clients on strategies and risks, developing long-term relationships, referring to other wealth management offerings, and collaborating with lead advisors and internal partners to identify growth opportunities. Engages in proactive sales and marketing activities (telemarketing, networking, seminars, campaigns), prepares client portfolio reviews, conducts investment research, and supports achievement of growth objectives while ensuring compliance and data governance. Strong emphasis on delivering a high-quality client experience, coordinating with internal stakeholders, and providing clear investment guidance and planning to meet financial goals.
Required Qualifications
- Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience
- Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled
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