Wealth Advisor Internship: Grow Your Own Client Book
Raymond James Ltd.
14 days+
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Benefits offered by this job
Job summary
A leading investment firm in Calgary seeks ambitious individuals for its Advisor Internship Program, a comprehensive 36-month training program focusing on building a successful advisory practice. Candidates will provide advice to clients, manage relationships, and aim to grow their assets under administration significantly. The firm offers competitive compensation, support for professional growth, and a commitment to community involvement.
Qualifications
- Minimum of 4 years full-service brokerage and/or financial industry experience.
- Registered Representative licensed with CIRO.
- Experience with various prospecting methods to gain appointments.
Responsibilities
- Provide clients with advice on financial matters.
- Build relationships with high net worth individuals.
- Grow assets under administration by $8-10 million annually.
Skills
Excellent interpersonal/relationship-building skills
Presentation skills
Knowledge of investment products and services
Proven finance, sales and entrepreneurial skills
Education
University degree in business, finance, or economics
Job description
A leading investment firm in Calgary seeks ambitious individuals for its Advisor Internship Program, a comprehensive 36-month training program focusing on building a successful advisory practice. Candidates will provide advice to clients, manage relationships, and aim to grow their assets under administration significantly. The firm offers competitive compensation, support for professional growth, and a commitment to community involvement.
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