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FINANCIAL ADVISOR - ENTRY LEVE...

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Job Summary

Company
HOLLIS WEALTH
Location
Oakville, ON L6J1P4
Industries
Banking
Insurance
Financial Services
Job Type
Full Time
Employee
Career Level
Entry Level

FINANCIAL ADVISOR - ENTRY LEVEL

About the Job

HOLLISWEALTH

(Oakville Branch)


Position Description:


We believe that anyone who finds the role that fits naturally with their inner abilities is destined for excellence. We know what it takes to become a successful wealth management advisor and we would like to help you understand if this career path will bring out the best in you. If you are a strong fit with what we are looking for, we know that training you will be a great investment of our time. In this case, both you and your future clients will reap the rewards of building a successful wealth management practice. We hand-pick the people we recruit because we commit a lot of time, energy and resources in order to develop our Mangrove Wealth Advisors. After selecting the best applicants, candidates are screened to determine if they are suitable for the position.


Company overview:


HollisWealth combines the tradition of offering independent advice with the strength and stability that comes from being a part of one of the leading financial institutions in Canada (Scotia Capital Inc.). Our advisors have the flexibility to choose products and services best suited to our clients’ unique needs.

The Mangrove Wealth Difference:

After a decade of specialized advice for the affluent, we noticed that significant wealth can be created through accumulating and preserving assets or creating and growing businesses. As the role of advisors was changing and our expertise was developing, we learned that strategic wealth advice should flow in a continuum between 10 distinct yet interdependent areas of focus. Mangrove Wealth Advisors achieve mastery in these disciplines in order to allow our clients to gain control on their wealth plan. This is how the “Mangrove Continuum” was born.




 

The Mangrove Training Program is built around three components:       


The Mangrove Continuum: Our integrated and proprietary expertise will help you understand the 10 areas of wealth management and how they work together

-    

The Mangrove Process: Our human-centric consultative process will facilitate the discovery of your client’s world and vision.

-      

The “Read then Lead” Program: Our leadership development program will enable you to create the active engagement required to bring any wealth plan to reality.

 

Our ideal candidate:

Through a decade of work with high potential advisors we have learned on important lesson: joining us will test your purpose, your character and your resolve.


Your purpose: Visionary, Innovator, Entrepreneur and Natural Leader


Your character: Eager to Learn, Empowered, High Achiever, and Fearless


Your resolve: Resilient, Adaptable, Tenacious and Natural Warrior

 

The Mangrove Wealth Advisor Position:


In order to master the art and science of wealth management, Mangrove Wealth Advisors develop the following competencies:

·         Ability to deal with business resistance

·         Ability to learn from mistakes

·         Ability to align interests

·         Effective communication

·         Effective positioning

·         Effective client relationship building

·         Mastery of the six foundational areas of wealth management

·         Mastery of high-net worth wealth management strategies

·         Mastery of personal and business wealth integration

·         Practice Management

·         Team Management

·         Coaching

·         Process Management

·         Systems Development

·         Business Development


If you feel that you have what it takes to become a Mangrove Wealth Advisor, please submit your resume and cover letter. We will contact qualified candidates to start the interview process.

 

I


Hollis Wealth Securities Inc.

1320 Cornwall Road - Suite 203

Oakville, ON, L6J-7W5

Fax: 289-291-3330


 

Key words: Financial Adviser, Sales, financial sales, Sales Representative, sales opportunity, Broker, Investment advisor, Investment Consultant, Financial Consultant, Financial Planner, client adviser, discount, online trader, executive, registered broker, account coordinator, vice president, investment trader, finance, management, consulting, bank, series 7, 6, 63, insurance, attorney, teacher, stock broker, equities, securities, owner, mutual funds, coaching, education, CPA, CFP, mortgage broker, analyst, CFA, director, manager, operations, research analyst, service, C.A. (Chartered Accountant); CGA (Certified General Accountant), CMA (Certified Management Accountant), CHFC (Chartered Financial Consultant), CIM, FCSI, ChFP, FMA, CLU.

 

 

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