Associate Investment Funds Advisor/Conseiller associé en fonds de placement

Under the direction of Area Manager, the Associate Investment Funds Advisor supports clients on implementing investment strategies to assist them in achieving their goals. They assist in client discovery process through pre-meeting information gathering and subsequent delivery to advisor. They greet clients and potential clients, ascertains nature of business and directs to the appropriate person or determines needs and/or start next phase. They organize marketing activities on behalf of advisory professionals. They support business growth of assigned branches through telemarketing and outbound calls, prepares client/prospect call lists and tracks progress, as required.