About AimStar Capital Group Inc.:
AimStar Capital Group Inc. is a Canadian Investment Dealer, regulated by the Canadian Investment Regulatory Organization (CIRO) and a member of the Canadian Investor Protection Fund (CIPF). We pride ourselves on innovation, integrity, and client-centricity, offering unbiased advice to help clients achieve their financial goals. Recognized as a Wealth Professionals 5-star Wealth Management Firm for 2024, we provide exceptional client experiences, a proven investment track record, and continuous innovation. Our services also span institutional clients, with expertise in Investment Banking, Research, Corporate Advisory, and Institutional Sales & Trading. AimStar fosters a supportive and empowering environment, welcoming new talent to contribute to our collective success.
JOB DESCRIPTION
We are seeking an experienced Investment Advisor who will be responsible for providing expert financial guidance and investment strategies to our clients. The ideal candidate will have a deep understanding of financial markets, regulatory compliance, and wealth management strategies in Canada. You will work closely with clients to understand their financial objectives and develop personalized investment plans that align with their goals.
This hybrid role offers flexible work arrangements, including remote work options, through AimStar Capital Group Inc., with the flexibility to work from either the Markham or Vancouver AimStar office.
RESPONSIBILITIES
- Develop and maintain personalized business relationships with clients in your field.
- Establish a client base of individuals, families, business owners, and foundations and manage their complex financial needs.
- Proactively enhancing business through client referrals, networking, workshops/seminars. Leverage your investment strategy to create customized wealth management and investment services for your clients.
- Develop customized investment plans and strategies based on client’s needs and market conditions.
- Recommend specific investment products, asset allocation strategies, and portfolio diversification techniques.
- Deliver a superior client experience in assisting clients with day-to-day requests and ongoing proactive service calls.
- Adhere to all firm and regulatory policies by remaining up to date with all the regulatory rules and trading activities as it relates to a client’s account and ensuring that any client interaction is accurately documented.
QUALIFICATIONS
- An undergraduate and/or postgraduate degree in Finance/Business/Economics or related field.
- Successful completion of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Wealth Management Essentials (WME) or will prior to your start date.
- Licensed with the Investment Industry Regulatory Organization of Canada (IIROC) as a Registered Representative. (Preferred)
- Hold a valid life license (LLQP) in Ontario with good standing. (will be an asset)
- Minimum 3-5 years’ experience in financial sales and are comfortable earning 100% commission.
- Bilingual in both English and Chinese will be an asset.
- You are self-motivated, have integrity and empathy, and a commitment to a career as an Investment Advisor.
- The ability to bring across a book or network of clients is highly desirable.
- Excellent communication skills are highly essential.
Benefits:
- Unlimited earning potential and full benefits.
- Customized career development path with guiding support from your manager.
- Autonomy to build and run your own business, in a flexible environment.
- Employee Share Ownership Plan.
Work Location: Remote or Hybrid
