INVESTMENT ADVISOR ASSISTANT
The Schmidt Investment Group at CIBC Wood Gundy has an immediate opening for a qualified Investment Advisor Assistant with strong analytical skills and an aptitude for detail. The Schmidt Investment Group is a leading team of professionals that provide customized wealth management solutions and advanced planning strategies to business owners, wealthy families and institutions in the areas of asset growth and asset protection. Our company is a leading brand in the Canadian wealth management marketplace seeking to hire only the best professionals available in the industry.
Our concept of wealth management does not begin and end with our clients’ investments. It includes their business interests, their philanthropic pursuits and the vision and goals of their family. At The Schmidt Investment Group we excel at managing and integrating our clients’ financial affairs in: Investment Management, Tax Planning, Retirement Planning, Risk Management, Cash Management, and Estate Planning.
The successful candidate should possess the following:
> Post Secondary Degree
> Completion of the CSC, CPH and be RR licensed, or in the process of becoming licensed
> A desire to continue your education in financial planning
> Comprehensive knowledge of the investment industry, regulatory and compliance principles
> Minimum of 3 years experience in the investment industry
> Strong computer literacy (Word, Excel, Outlook)
> Ability to learn new computer programs quickly
> Strong analytical and problem solving skills
> Detail orientated and an eye for accuracy
> Ability to work independently as well as on a team
> Strong communication skills, both written and verbal
> The ability to work within tight timelines
> Demonstrates loyalty and interested in being part of a team, long term
Responsibilities include the following:
> Completely understand, through extensive internal training, the operational and administrative side of The Schmidt Investment Group’s business model.
> Completely know and understand, through extensive internal training, the proprietary Performance Reporting process of The Schmidt Investment Group.
> Completely know and understand Insurance planning and management, through extensive internal training, as it relates to our individual clients’ plans in order to eventually oversee insurance in its entirety and to provide client management support.
> Completely know and understand, through extensive training, both Corporate and Personal Income Tax processes as they relate to each specific client and/or Corporation in order to eventually oversee all aspects of Corporate and Personal Income Tax and to provide client management support.
> Must have the desire and aptitude to learn and grow into the primary role of supporting the Advisory Group in client facing meetings. Once a full understanding of the business is achieved, advisory support would include (but not be limited to) completing all prep work for the advisor before the client meeting, documenting all aspects of the meeting and completing all follow up from the meeting which could include a myriad of tasks relating to investment management and financial planning depending on the complexity of the client.
> This position offers great potential for career advancement and growth within The Schmidt Investment Group.
If you feel that you possess the skills and qualities we are looking for, and would enjoy working in a vibrant, fast paced and professional environment, please submit your resume along with a cover letter.
We thank all applicants in advance for their expressed interest in this position; however, only those candidates who have been short-listed will be contacted.