Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Bilingual Virtual Financial Advisor will be part of the MSVA team, providing financial advice and guidance to clients while supporting business development initiatives to drive growth and enhance client loyalty.
Responsibilities
- Design and implement comprehensive and tailored investment strategies which integrate multiple aspects of a client’s life and financial goals through regular touchpoints and annual reviews maintaining an up-to-date investment plan
- Proactively and reactively communicate with clients and prospects referred to the business from multiple sources as well as self-sourcing business development opportunities
- Open and service accounts on the Morgan Stanley Wealth Management Canada platform, including supporting our Directed Share Program, Self-Directed channel and other firm initiatives that drive revenue growth
- Ensure consistency and regulatory compliance across all prospect / client touch points
- Focus on the client experience at every interaction and connecting with clients to build relationships in a meaningful and interactive way, including ability to communicate with clients in French as well as English
- Conduct research on industry insights and emerging client experience trends in the mass affluent segment through proprietary and third-party sources
- Collaborate with marketing and sales organizations to drive client engagement
- Responsible for assessing business insights and industry trends
- Manage voice of the client survey programs to improve the client experience
- Liaison with business stakeholders and technology to drive client-centric initiatives and digital engagement
Skills
- Registered as Registered Representative (RR) with CIRO
- Bachelor's Degree
- 1-3 years of experience as a financial advisor at a Canadian Wealth Management firm, preferably within a mass affluent channel
- Bilingual (proficient in both English and French), verbal and written, required
- Must be comfortable working closely with various functional business areas
- Ability to operate in a team-oriented environment
- Strong written and verbal communications
- Ability to prioritize and operate in a dynamic business environment
- Strong proficiency with Microsoft Word, PowerPoint and Excel
- Strong proficiency with financial planning software
- CFP (Certified Financial Planner) or equivalent designation preferred
- Familiarity with Wealth Management branch structure, sales, and branch operations
- Call center experience within the financial services industry as well as a deep understanding of the financial services industry through a mass affluent channel lens
Benefits
- Commission earnings
- Incentive compensation
- Discretionary bonuses
- Other short and long-term incentive packages
- Other Morgan Stanley sponsored benefit programs
- Hybrid work environment, combining remote work and attendance in the office
Company Overview
Morgan Stanley is a financial services company that offers securities, asset management, and credit services. It was founded in 1935, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is http://www.morganstanley.com.