Associate Advisor

We are recruiting an Associate Advisor to support our Director's Council team, providing proactive client service and managing client relationships. You will help oversee workflow, support portfolio management, and identify business opportunities. Ideal candidates have significant wealth management experience and strong client service skills.

Skills

• registered representative (rr) with ciro
• wealth management
• investment management
• portfolio management
• financial planning
• client relationship management
• risk management
• asset consolidation
• business development
• ms excel
• ms office suite
• client segmentation
• client service management
• business planning
• problem solving
• analytical skills
• customer service
• decision making
• interpersonal relationship management
• cim
• cfp
• high net-worth client management
• estate planning
• tax planning
• referral generation
• knowledge sharing