BOYD LAIDLER & ASSOCIATES INC. is a national search firm. We specialize in serving a select number of companies in a variety of sectors. By gaining a solid understanding of our clients' business, organization and culture, we have been able to successfully place top-performing candidates at all levels of management and in a broad range of functional areas. In short, we deliver the results that our clients and candidates are looking for, and that keeps them coming back.

Bilingual (French) Investment Advisor (Junior)

Salary + Bonus

Our client, a leader in the Financial Services industry requires a highly motivated and career oriented individual to join their team of professionals. You will be licensed with the OSC enabling you to provide exceptional advice to clients regarding their portfolio of mutual funds. Your business acumen and investment knowledge combined with exceptional communication skills and sales ability will provide you with the essential tools to build solid relationships with clients.

Responsibilities

• Build and expand relationships over the phone with existing clients to ensure retention and service excellence.
• Generate new business with existing clients.
• Provide advice, information and execute trades for clients.
• Ascertain and analyze client needs and objectives and advise accordingly.
• Investigate and resolve client issues and initiate and follow up on research efforts.
• Assess and monitor client feedback relating to the development of trends, recurring issues, or increased/decreased interest in products.
• Respond to inquiries and complaints in a professional and proactive manner.
• Effectively promote benefits of mutual fund products to clients.

Qualifications

• Bilingual - French & English.
• CSC or IFIC designation essential.
• University degree or college diploma.
• Minimum l year client service/sales experience within the financial services industry.
• Ability to work effectively under pressure and meet deadlines.
• Sales ability to pro-actively up-sell products to existing clients.
• Excellent organizational and time management skills.
• Excellent oral and written communication skills.
• Strong relationship builder - effectively builds and maintains relationships with clients, employees, and management.
• Dynamic, pro-active, team player.
• Detail oriented, professional and analytical.
• Positive attitude and genuine commitment to client service.

Location

Toronto, Ontario

Salary

Competitive base salary plus lucrative bonus structure with excellent benefits.  Client offers career growth opportunities.

Contact

Lynn Cogswell

Senior Associate

Boyd Laidler & Associates Inc.

Corporate Search Firm

Please e-mail resumes to: resumes@boydlaidler.com  (indicate the job title on subject line). No phone calls please. We wish to thank all applicants for their interest and effort in applying for this position; however, only candidates selected for interviews will be contacted.