RIA: Certified Implementation Specialist of the Systemized Solutions Team at Dynamic, which is designed to assist advisors through a series of meetings in which they create their fully customized Investment Management System, by getting an intimate understanding of their philosophy, processes and parameters of their ideal practice. The investment management system includes but is not limited to: model portfolio creation and/or review, risk analysis of the model portfolio, fully personalized tools and templates for the model portfolio, tried and tested strategies to grow your business, insight to the industries top advisors and the best practices they use, ongoing support, marketing and pitch document assistance, training and insight on Morningstar, Excel and popular re balancing platforms, etc.
• Main role and responsibilities:
o Preparation and ongoing support of Model Portfolio Analytics and Proposals
o Preparation and ongoing support of Model Portfolio Personalized Tools and Templates
o Morningstar support and training for advisors and their team members
o Advisor and team member support in implementing the model and re balancing accounts
o Support and coordination with the Systemized Solutions Vice-Presidents and wholesaling team across Canada
o Creation and support of timely and useful tools, presentations and updates for advisors and the sales team