Investment/Associate Advisor

Website Harbourfront Wealth Management

Oakwater Wealth Counsel, an established and fast-growing advisory practice, is currently seeking to add a dynamic leader in the role of an Investment/Associate Advisor. Drawing on at least 3-years of previous experience at a financial services firm, the candidate must have meticulous attention to detail, possess a positive attitude, have exceptional interpersonal skills and be looking to elevate their career. The successful candidate must be self-motivated and have a desire to collaborate with like-minded individuals that think outside of the traditional industry model.

About Oakwater Wealth Counsel

Oakwater Wealth Counsel is an award-winning private wealth management practice that works closely with families to provide counsel on tax management, portfolio construction, cash flow management, retirement, estate & philanthropy planning, etc. Challenging the status quo and thinking outside the box to make a meaningful impact on the lives of their clients is what sets this team apart. Benefitting from their partnership with Harbourfront Wealth Management, a dynamic industry leader and fast-growing employee-owned firm and CIRO registered securities dealer that offers independence and autonomy, they customize “tailored” financial services and holistic wealth management solutions for high-net-worth individuals. Their core values start with the belief that great people make great companies.

You will:

  • Work alongside key principals in the practice and will foster and support client relationships by liaising with clients, responding to requests and proactive problem solving.
  • Prepare monthly/quarterly/annual reports, client correspondence and taking ownership of project work.
  • Process and follow up on security transactions and transfers.
  • Handle incoming and outgoing phone calls with clients and respond to requests for information.
  • You will collaborate with the team and create and Holistic Wealth Management Plans for clients using the NaviPlan software.
  • Carry out other duties as assigned.

The ideal candidate for this position has:

  • Minimum of 3-years investment industry experience.
  • Desire to work in a team environment and demonstrate a professional and friendly manner.
  • Must have above average skills on NaviPlan or other financial planning software.
  • IR Licensed or successful completion of the Canadian Securities Course and the Conduct and Practices Handbook is an asset.
  • Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint & Outlook
  • Excellent verbal and written communication skills.
  • Ability to learn quickly and identify opportunities to add value.
  • Motivation for growth on the team.
  • Strong organizational skills.
  • Meticulous attention to detail.
  • Ability to prioritize, multitask, work within time constraints and follow-up.

Salary Range:
$60,000- $70,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).

This is an exciting role with great potential for growth. If you are interested in this opportunity, please send an email to: [email protected]

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