Investment Counsellor

Overview

The total compensation, including commission, will yield closer to $150,000 - $300,000, with opportunity for unlimited upside potential based on business growth and development.

Responsibilities

• Manages a portfolio of clients to retain and grow the relationships. Evaluates client’s personal and investment needs and creates an investment policy statement, asset allocation, investment portfolio, and financial plans. Implements client strategies through the management of investment portfolios and the ongoing evaluation of performance according to each client’s investment policy statement. Drives new sales results through referrals and personal network. Works collaboratively in the branch and with regional teams to identify and make referrals.
• Supports the achievement of business development, revenue, referral, retention, and compliance targets.
• Manages large and/or complex relationships and asset sizes.
• Applies invest...