Elevate your career as a Licensed Assistant in client services, focusing on trading and portfolio management. This position emphasizes day-to-day support for advisors to ensure high-quality client interactions.

The Licensed Assistant supports the advisor by managing client portfolios and executing trades. Candidates should demonstrate proficient knowledge in responding to inquiries, maintaining client documentation, and ensuring timely trading activities. A background in the Canadian Securities Course and relevant courses like the Conduct and Practices Handbook is essential for this role.

Key Responsibilities:



• Assist advisors with client portfolio reviews • Enter client trades as per instructions • Follow up on regulatory documentation requirements • Maintain timely and accurate daily trades • Build client relationships and provide support

Requirements: • Canadian Securities Course (CSC) completion • Conduct and Practices Handbook (CPH) course • Investment Representative Training (IRT) certification • Relevant post-secondary education • Solid multitasking skills in a busy office

Bring your expertise in client service and trading to enhance advisor productivity and client satisfaction. #J-18808-Ljbffr

📌 Client Service Licensed Assistant Role Winnipeg
🏢 Allan Small Financial Group with iA Private Wealth
📍 Winnipeg