Job Number : J0524-0382 Job Type : Full Time Job Category : Insurance Location : Dorval, Quebec Salary : Open
Investment Advisor Assistant
Title : Investment Advisor Assistant
Salary : Competitive
Status : Permanent, Full time
Location : Dorval / West Island
To apply : Please send your CV to
Responsibilities :
- Support the Investment Advisor in the day-to-day management of client portfolios, ensuring that they are in line with risk profiles and investment objectives.
- Execute market transactions according to client and advisor instructions, using a range of financial products such as equities, bonds, ETFs, and mutual funds.
- Manage communications with clients and external partners in a professional manner, including following up on telephone calls and e-mails.
- Assist in the preparation of financial documents, client presentations and meetings.
- Collaborate with administrative assistants in administrative tasks related to customer account management.
- Track and complete account transfers, and prepare documents such as investment policy statements and portfolio analyses.
Requirements :
- At least three years' professional experience in a similar position or relevant training in the financial field.
- Excellent oral and written French.
- In-depth knowledge of financial products and standards of conduct in Canadian securities trading.
- Strong communication, time management, analytical, and problem-solving skills.
Additional assets :
- Training in Canadian securities trading and / or Standards of Conduct Manual.
- Financial planner designation (IQPF) holder or willingness to obtain relevant certifications.
We thank all candidates for showing interest in this role; however, only retained candidates will be contacted.
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