Entry-Level Wealth Management Associate
Being a Toronto-based, full service Investment Dealer who provides specialized solutions in merger and acquisition advisory, capital raising and retail wealth management; we have developed a process to provide clients with the highest degree of expertise and client servicing. From our senior level advisors to our in-training associates, every transaction undertaken by the firm is done through GMCI’s operating philosophy; Superior client servicing, accountable and clear communication while maintaining non-compromising levels of integrity and ethical standards. This is what makes GMCI and its people successful professionals in this ever changing and competitive Industry.
GMCI is an established Financial Services and Investment Dealer firm registered and a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada (CIPF AND IIROC, respectively).
WHAT WE ARE LOOKING FOR:
WHAT WE CAN OFFER YOU:
Global Maxfin Capital Inc. is aggressively looking for qualified candidates who are passionate about working in the Canadian Financial Industry. Through our comprehensive Wealth Management/Investment Advisor development program, you will be paired with a Senior Level Advisor from which you will gain valuable training, industry know-how, tools and resources for you to build your book of business and develop a client base for yourself.
OUR CORPORATE BELIEFS:
Our commitment: Our commitment and purpose begins with every single one of our clients. Our Investment Advisors take the time to learn about the client’s vision, goals and challenges according to their financial circumstance. We help them develop the right investments, structures and strategies to meet their financial needs and achieve their dreams and goals.
Focused on our clients: Our Investment Advisors offer individualized services and attention regardless of how big or small the client’s investment portfolio so that a client always feels valued.
Independent: We’re proud to be independent. Having access to virtually any investment vehicle on the market allows our Investment Advisors to focus on objective advice and solutions catered to each and every individual client.
Open communications: There are multitudes of ways for you to stay connected with your clients. One constant through different communication channels is that good communication between yourself and your clients is a sure way to build a long lasting successful relationship. Ranging from in person meetings, contact over phone or via email and monitoring of your clients accounts online give you the technology and resources to always stay connected to your client base.
Our Investment Advisors work hard to ensure that our clients have the time to focus on other priorities such as business, family and personal lives. We want them to focus on what matters most to them while we provide assurance and service for their planning. We offer an approach that is designed to provide personalized experience and customized investment strategy tailored to the client’s needs goals and financial situation. The chart below describes our three step interactions;
Listen & Understand:
As an Investment Advisor you will ask questions – lots of questions. The aim is to build a clear understanding of the client and their situation and to be able to understand their circumstance from their perspective. This allows you to recommend the most appropriate way for clients to reach their goals. Only once we understand their situation from their shoes, can we think about solutions to suggest.
Analyze & Plan:
At this phase, you will be responsible for reviewing all of your client’s information including goals, needs, risk tolerance, income, tax and wealth situation, time horizon, liquidity and other important considerations.
Our focus is on strategies and relevance, products and instruments can be selected as per solutions required.
Recommend and Communicate:
Meeting with clients to present a value proposition requires knowledge, experience and patience. You will meet with clients to discuss investments details and relevant strategies for their financial. You’ll have an opportunity to re-confirm your client’s financial goals, needs and other information as well as go over any additional questions they may have. Through this process, you will build lasting and referable relationships with your client base.