About AimStar
AimStar Capital Group Inc. is a full-service retail securities dealer based in Ontario. We provide the advisors with a platform where they can continue their practice in a welcoming and supportive environment. Our advisors have access to a complete offering of high-quality investments products and services, providing them with the resources to customize investment solutions for their clients. AimStar has built a professional support team to service our advisors. Through our relationship with Raymond James Correspondent Services, our advisors can build strong relationships that give us the breadth to be a trusted partner in their growth.
As an Investment Advisor, you will contribute to the intake, prospecting, solicitation, development or maintenance of business relationships with members and clients. You offer a service that meets the needs of the clientele according to the strategies and practices in effect.
Role and Responsibilities
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Develop and maintain personalized business relationships with client in your field.
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Establish a client base of individuals, families, business owners and foundations and manage their complex financial needs.
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Proactively enhancing business through client referrals, networking, workshops/seminars. Leverage your investment strategy to create customized wealth management and investment services for your clients.
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Deliver a superior client experience in assisting clients with day-to-day requests and ongoing proactive service calls.
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Adhere to all firm and regulatory policies by remaining up to date with all the regulatory rules and trading activities as it relates to a client’s account and ensuring that any client interaction is accurately documented.
Key Skills and Experience
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Minimum 3-5 years’ experience in financial sales and are comfortable earning 100% commission.
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Bilingual in both English and Chinese will be an asset.
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You are self-motivated, have integrity and empathy, and a commitment to a career as an Investment Advisor.
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The ability to bring across a book or network of clients is highly desirable.
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Excellent communication skills are highly essential.
Education
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An undergraduate and/or postgraduate degree in Business/Economics or related field.
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Successful completion of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and Wealth Management Essentials (WME) or will prior to your start date.
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Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as a Registered Representative. (Preferred)
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Hold a valid life license (LLQP) in Ontario with good standing. (will be an asset)
Your benefits
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Unlimited earning potential and full benefits.
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Customized career development path with guiding support from your manager.
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Autonomy to build and run your own business, in a flexible environment.
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Employee Share Ownership Plan.
