Ascend, Investment Specialist Career
Kick Starter Program
Undergraduate degree, MBA/Master’s degree or Post-Graduate Diploma
Our Canada-wide Investment Specialist Ascend program will fast-track your career in a fast-paced, client-facing, sales environment. This 12-month development program is designed to provide the coach-supported opportunities you need to learn, practice, apply and test the skills required to succeed within the world of Wealth Management. As part of the program, we look at each specialists’ individual needs, prior experience, and business demand and provide a customized learning plan that takes all of these into consideration. The program is designed to provide hands-on experience in a variety of areas, to develop tomorrow’s Investment Specialist leaders.
Does this sound like you?
You are competitive and aren’t discouraged by the word “no”
You are an entrepreneur and self-starter
Independent, love being on the move, and are not restricted by “9-5” working hours
Love building long lasting relationships
Driven by the desire to win
What to Expect
You will receive a variety of learning and practical experiences, at a pace that marries the training you need with your desire to get started. We will teach you the behavioural side of finance in conjunction with learning critical selling and advice skills. You will learn how to identify and contact target clients, understand client needs, create financial plans, recommend investment solutions and manage and maintain relationships. You will also learn the tools and techniques that would generally take years to perfect outside of this program (a.k.a. the secret sauce). We will teach you the foundations and give you the opportunity to put it all together and into action.
On top of that, you will be part of a cohort of recent graduates where you will train together, come together for socials and other learning and development sessions. Plus, you have an (amazing) dedicated Program Manager just for you and your cohort.