Business Development & Client Engagement

• Take the lead in proactively engaging new and existing customers by conducting needs-based assessments to grow loyalty and identify immediate and future opportunities.
• Identify and capitalize on opportunities for business growth and expansion within existing client relationships.
• Implement business‑development strategies to acquire new clients, including outbound calling campaigns and cultivating referrals.
• Engage prospects and clients through outreach, appointment generation, and building strong relationships within the community.
• Identify opportunities during client conversations to generate referrals for personal and commercial banking solutions, including lending and investment products.
• Support the achievement of asset growth targets by contributing to overall business‑growth objectives.

Client Relationship Management

• Develop strong, trust‑based relationships with clients.
• Develop and implement relationship‑management plans tailored to client needs.
• Review client portfolios and understand their financial goals and needs.
• Maintain consistent communication, follow up on action items, and provide timely updates to clients on their portfolios.
• Understand clients' financial situations, risk tolerance, and long-term objectives.
• Complete and review the financial plans to ensure they are following the roadmap as agreed upon and adjust accordingly.
• Follow the Bellwether Way to support process consistency and enhance the client experience.

Qualifications

• Strong computer skills, including Microsoft Office suite, CRM software, portfolio management, and accounting software.
• Knowledge and application of AML procedures. Past training an asset.
• Must be a current holder or be willing to obtain the Chartered Investment Manager (CIM) or Certified Financial Analyst Level 1 (CFA).
• Have at least 2 years of qualified industry experience.
• Current registration as an Associate Advising Representative (AAR) or an Advising Representative (AR) is an asset.
• Other industry or courses in financial services or investment management would be an asset.
• Collaborative spirit and comfortable working both in a team environment & on individually assigned tasks.
• Quick learner with a thirst for knowledge who excels in a fast-paced, quick-change environment.
• Post-Secondary education in business is an asset.

Compensation & Working Conditions

• Compensation will be commission-based.
• This is a hybrid role that will report into our Oakville office.
• Some travel is required in this role to attend client and prospect meetings.

AI Statement

Bellwether's hiring process may include AI screening for keywords and minimum qualifications. Trained staff review all results and make final decisions.

Bellwether Investment Management Inc. is an equal opportunity employer committed to diversity and inclusion. Disability-related accommodation during the application process is available upon request.