FINANCE ADVISOR - ENTRY LEVEL
Job Description

HollisWealth is a wholly owned subsidiary of Scotiabank® and part of the Bank’s Global Wealth and Insurance division. As one of Canada’s premier financial advisory networks, we provide diversified investment and wealth management services to individuals, families, corporations and foundations.


HollisWealth has fostered an environment that led to the formation of one of the largest wealth management teams in Oakville: Mangrove Wealth Group. Our renowned training program has re-framed the role of an advisor to adapt to today’s challenging business environment.

We are committed to delivering unbiased advice that empowers our client’s decision making abilities and puts them back in the driver’s seat. Our wealth management process allows us to consistently increase our competitive advantage to bring the most to our clients.

As an Investment Advisor, you have the opportunity to:

  •          Receive in depth financial and business development training
  •          Establish, develop and maintain strong client relationships by understanding their financial situation and objectives
  •          Provide clients with excellent wealth management solutions to help achieve their goals and materialize their vision
  •          Take advantage of various prospecting channels to consistently grow your financial services practice
  •          Combine building your own book of business with a competitive income structure

The focus is on retaining, growing and attracting clients through an ongoing discovery approach and applying financial principles that help individuals make informed decisions about their personal goals.




Job Requirements


Qualifications:

  •          Post-secondary education in Finance or Business related studies is an asset
  •          Demonstrate leadership and a strong self-image, while working both independently as        well as in teams
  •          Success driven with a strong work ethic
  •          Excellent written and verbal communication skills
  •          Strong organizational skills
  •  Applicable licencing/designations will be required by completion of the training program


If you are an entrepreneur who values close mentorship with a prestigious organization to jump start your career, apply here. We thank you for your interest, however, only those candidates selected for an interview will be contacted.

 

 

 

HollisWealth is a trade name and a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. ® Registered trademark of The Bank of Nova Scotia, used under license. Mangrove Wealth Group is a personal trade name of Jad Chehlawi.


Company Overview