Investment Advisor Associate

Overview

Investment Advisor Assistant — Full Time

Location: Oshawa, Ontario Area

Onsite: Monday to Friday

Great opportunity to begin a career in the finance / investment field! Successful Wealth Management practice looking to hire a full time Investment Advisor Assistant.

Responsibilities

• Scheduling and confirming of client meetings
• Preparation of materials and financial reports for client meetings
• Completion of meeting follow-up activities
• Trade execution & reviewing daily trades
• Handling client account administration, including client queries and requests
• Responsible for preparing/processing documentation and account transactions
• Responsible for ensuring all databases are updated and maintained
• Responsible for client mailings/communication
• General office administrative duties as assigned
• Competitive starting salary and benefits package

Qualifications

• University Degree or College Diploma (Business or Economics an asset, but not a requirement)
• Candidates who have completed the Canadian Securities Course (CSC) preferred
• Strong attention to detail with the ability to multi-task and show initiative
• Excellent interpersonal and organizational skills, as well as strong planning, time management and the ability to prioritize effectively
• Must exemplify a positive attitude while working in a team environment

Job Type: Full-time

Salary: TBD on experience

Schedule

• Monday to Friday

Application question(s)

• Have you completed the Canadian Securities Course ?