Advisor Associate 6 month contract

Is this role right for you?

In this role you will :

Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers

Work with Advisors, as well as a larger regional team of Administrators

Be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly

Play an important role in booking and preparing files for client meetings, responding to time-sensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services

Maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards

Support and participate in the research and resolution of a variety of client concerns as well as contributing to special projects, as required

Ensure that monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently

Liaise with Accountants and third parties to provide tax documents or statements as requested

Perform general office duties, including reception coverage, when required

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have :

College diploma in business, commerce or equivalent

Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RDSPs, FHSAs RRSPs / RRIFs, TFSAs, non-registered investments, and applicable tax-related issues

Proficiency with Microsoft Office Suite

Working knowledge of CRM2

Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets

A dedication to client service

Strong organizational skills

Strong attention to detail and follow-through skills

Excellent verbal and written communication skills

Initiative and are resourceful

An ability to work independently or effectively within a team

An ability to manage multiple priorities in a fast- paced environment

An ability to effectively manage change

A focus on achieving results