Advisor

  • 33288
  • Life - Other
  • |
  • Quebec, Canada
  • |
  • Feb 1, 2018
Insurance
RESPONSIBILITIES
  • Provides regular investment fund and investment manager updates, making fund recommendations and reparing investment reports.
  • Provides service to clients, liaises between clients and various departments, dispenses required training and conducts periodic followup with clients
  • Measures fund managers performance and achievement of objectives, manages them and helps compile results as well as drafts the necessary regular reports for the assigned clientele
  • Develops, in collaboration with team members, the necessary tools to develop adapted investment solutions and follows up on results, business strategies and marketing materials to support prospecting of new clients
  • Helps produce analysis and compliance reports; assesses and selects fund managers
  • Supports stakeholders in developing business strategies and marketing materials as well as in prospecting for new clients, including presenting adapted investment solutions to new clients.
QUALIFICATIONS
  • Bachelor's degree in Actuary or Finance
  • 6 years of relevant experience
  • Detains valid CFA certification
  • Customer focus
  • Interpersonnal savvy
  • Planning
  • Problem solving
  • Drive for results