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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in relationship management and investment advice, with a strong ability to analyze client needs and develop tailored investment plans. Proficient in networking and business development to effectively grow client portfolios in the financial services industry.
Highest-signal resume keywords
Investment Representative AccreditationFinancial Services ExperienceClient Relationship ManagementBilingual in French and EnglishBusiness Development Activities
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment PlanningClient Portfolio ManagementRisk/Reward AnalysisProposal DevelopmentTrend Analysis
Soft Skills
NetworkingClient ServiceCommunicationProblem Solving
Tools & Technologies
Quotation Equipment
Certifications & Qualifications
Investment Representative (IR)Registered Representative (RR)
Industry Keywords
BrokerageFinancial ProductsClient ExperienceProspectingMarketing Activities
About the role
Key responsibilities & impact- Build and grow Wood Gundy client portfolios through relationship management, investment advice, and client service
- Deploy assets into suitable financial products based on clients’ risk/reward tolerances and demographic profiles
- Participate in marketing and business development activities to accumulate assets
- Identify, attract, and convert prospects into clients
- Proactively service clients and address investment-related questions
- Make decisions on moderately complex issues affecting client experience and goals
- Build strong client relationships through networking and prospecting
- Develop investment plans and written proposals for prospects and clients
- Analyze information and trends and apply them to individual client circumstances
- Participate in client and prospect seminars with team members
- Present factual and conceptual ideas to clients
Requirements
What you’ll need- University degree within a related field, industry-related designation, and/or relevant experience
- Current accreditation and good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)
- Registered Representative (RR) licensing is an asset
- Financial Services and/or Brokerage industry experience is required
- Working knowledge of various quotation equipment is required
- Fluent in French and English
- Legally eligible to work at the specified location(s)
- Valid work or study permit where applicable
Benefits
Comp & perks- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Paid Purpose Day for growth and development
- Flexible work arrangement with on-site and remote work proportions discussed during the interview