Transition Investment Advisor

Website Harbourfront Wealth Management

Who we are:
Are you passionate about working with clients in the financial services industry but feel stuck in an environment where your career path has stalled? If so, the opportunity at Harbourfront Wealth Management may be the role you desire! Our core values start with the belief that great people make great companies; challenging the status quo and thinking outside the box to make a meaningful impact in the lives of our clients is what sets us apart.

Does this opportunity sound interesting? If so, we should talk.

Career opportunity:
We currently have a career opportunity for the right individual looking to work alongside our Watermark Private Portfolio team, overseeing over $1B in assets under administration. The ideal candidate would fill the role of a Transition Investment Advisor in our Vancouver Head Office, assisting existing advisors transitioning their book to our Unified Managed Accounts program. This role requires an individual that is passionate about people, has IIROC sales experience and is willing to learn how our private investment solutions benefit clients. The successful candidate is ambitious, professional, detail-oriented, independent, organized, and effective at multi-tasking, with strong communication and people skills. Depending on experience and knowledge, the core responsibilities of the role will be, but not limited to:

Key responsibilities
• Foster a “team first” environment and can work well with other colleagues (IA’s and PM’s)
• Have a genuine interest in working with retail clients with a strong desire to help them achieve their investment goals
• Handle incoming queries (calls, emails, etc.) while communicating the benefits of our private solutions
• Maintain a CRM contact system to accurately & timely document your communications
• Provide administrative support and other duties as assigned to ensure a successful working environment

Ideal candidate qualifications:
• Have experience in a professional, client facing environment in the financial services industry
• Strong computer skills, highly proficient with Microsoft Office suite of applications and PDF software
• Ability to learn new programs, i.e., DocuSign, proprietary client management systems
• Previous experience with Morningstar, YCharts, etc. is an asset
• IIROC licensed (CSC/CPH completed)
• CIM, QAFP, CFA or CFP are assets
• Proven ability to work in a fast-paced environment is required
• Strong organizational skills and attention to detail
• Excellent verbal and written communication skills
• High attention to detail and accuracy

Why it is great to work at Harbourfront Wealth Management:
Our environment offers our team members a dynamic, collaborative and family-focused environment. We provide:
• Opportunities for personal growth and career development
• A competitive compensation and comprehensive benefits package
• 3 weeks of vacation
• A supportive, engaging, tight-knit culture
• Flexible work arrangements

Harbourfront Culture Principles:
• We respond quickly and effectively to changes in the marketplace and seize new opportunities
• We trust each other and work in unison towards a common objective
• We prioritize clients’ needs
• We are encouraged to act, have a bias for urgency, a focus on solutions and are proud of our results
• We pioneer industry leading products and services
• We consistently act honestly and ethically
• We are rewarded for our results and development opportunities exist for all employees
• We treat each other with dignity and kindness
• We hold ourselves and each other accountable and say what needs to be said in a timely and respectful manner

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

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