Client Advisor
Graduate job Toronto (Toronto Division) Accounting / Management control
Job description
Description
Reporting to the respective regional head of sales the Senior Financial Advisor is responsible and accountable for attracting assets from high net worth individuals and building a profitable business and client base consistent with the vision, mission and strategy of UBS Wealth Management. The candidate must be willing to work within a collegial team environment whilst striving to meet individual targets.
Requirements
Experience:
Built and maintained a network of High Net Worth individuals
Minimum of 3 years developing and advising a wealth management clientele, preferable HNW clients (greater than $2 million in investable assets)
Provided counsel and resolved HNW client issues related to tax or estate planning, investments, insurance or banking, investment banking
Extensive sales, marketing & relationship management experience in an alternate industry will be considered
Education:
Relevant undergraduate degree (BA Economics, Finance, Business Administration, etc.) and possibly post-graduate degree (MBA, LLB, etc.), as well as additional technical training:
Registered Investment Counsellor/Portfolio Manager (if not currently registered, must complete the requirements to become registered within 12 to 18 months of hire date).
Canadian Securities Course & Certified Investment Management.
Chartered Financial Analyst (CFA) Designation (minimum level 1).
Certified Financial Planning (CFP) designation (optional).
What we offer
UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.
Take the next step
Want to further your career in an organization where your contribution can make a difference? Apply now at www.ubs.com/careers. We look forward to hearing from you.
Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.