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JOB TITLE: Investment Advisor
JOB LEVEL: Mid-Senior
INDUSTRY: Financial Services
LOCATION: Vancouver, British Columbia
REPORTING TO: Branch Manager
COMPANY OVERVIEW
We’re a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centered approach and entrepreneurial spirit. Echelon is a compelling option for investors seeking unbiased investment solutions, professional management, and unparalleled service. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients’ needs first. We are also a growing firm, with over $8 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, London, Montreal, Vancouver, Calgary, Victoria Saskatoon, and Edmonton.
Echelon Wealth Partners is proud to be recognized as a Great Place to Work® for four years running (2017-2021) and further securing our place on the list of Best Workplaces® for Financial Services (2019-2021), Best Workplaces ® for Inclusion (2020), and Mental Wellness (2021). We’ve also been recognized as one of the fastest-growing companies by Maclean's/Canadian Business magazines (2019-2020) and the Globe & Mail (2020).
As our momentum in the financial marketplace continues to build, Echelon is poised to reach new heights as we welcome independent Advisors to join our firm. We understand that we best serve our clients by first partnering with talented, accomplished, and ambitious Partner Advisors who appreciate our entrepreneurial spirit and collaborative environment, and who know that we will be able to support them with operational excellence, sophisticated infrastructures, and superior client service support.
Echelon’s growth is rooted in our authenticity, and our progress has made us the fastest-growing IIROC firm. The strength of our partnership culture is attributed to its uniqueness of supporting, engaging, and holding our people accountable like a true partnership should. It’s why we are attracting the best, and it’s why our clients like to work with us. Echelon is the independent that is thriving, and we’re proud of that.
Why Partner with Echelon?Echelon is Independence - Our independence provides us with freedom and flexibility, which is one of our greatest competitive advantages. Our Partner Advisors have the freedom to put the needs of their clients first and the ability to offer truly independent advice and services.
Echelon is Service - We believe in an exceptional service culture for our highly valued Partner Advisors and for our collective clients. We understand that by providing the most advanced technological support, operational support, excellent marketing and branding services, our Partner Advisors will have the best opportunities for success, and have more time to spend building relationships with clients and improving their performance.
Echelon is Security and Stability - We are a firm that is well capitalized. Our key stakeholders and Partners have a long-term vision and a professional commitment to Echelon’s continued success and future growth.
OPPORTUNITIES AT ECHELON – we’re looking for Partner Advisors to build their business with us!
Echelon is growing and actively seeking seasoned Partner Advisors in nearly all major cities across Canada. Our national platform provides an opportunity to build your business with an independent Canadian company that truly values Partnership.
With strong financial roots, Echelon offers: renowned research, market-leading commission structure, unique access to special situations, holistic business planning tools, mentoring and a distinct culture recognized by Great Place To Work Canada®. We are looking for Partner Advisors who are internally aligned with our own corporate pillars of Respect, Honesty, Transparency and Integrity.
This is an excellent opportunity for experienced and dedicated Advisors with an existing book of business to join a mission-oriented company with a fresh brand and future growth potential.
As a Partner Advisor with Echelon you will:
As a seasoned Advisor, you’ll bring:
What’s in it for you?
Echelon is committed to fostering an inclusive, accessible environment where all employees and customers feel valued, respected and supported. If you are invited to interview and require accommodation (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs
Application instructions:
To apply, please submit your application through our Investment Advisor Recruitment Portal: https://recruitment.echelonpartners.com/
Full Time
$62k-93k (estimate)
12/14/2023
06/09/2024
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Investment Advisor job description and responsibilities
Investment Advisor responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives.
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They analyzes investment opportunities and recommends investments as appropriate.
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Investment Advisor dealing with compliance reports, updating client records, processing trade tickets and dealing with other recordkeeping procedures.
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An advisor should be able to explain how they’re adding value for any amount charged above standard rates.
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Financial advisors usually execute trades and construct portfolios for their clients.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Investment Advisor jobs
When advisors register their license, they must fill out Form ADV.
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Some are robo-advisors with an added human element, offering computer-managed portfolios and access to a team of financial advisors for planning guidance and advice.
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Vet the financial advisor's background.
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Choosing the right property at the right price.
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Develop a Strong Support System.
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Step 3: View the best colleges and universities for Investment Advisor.