Explore the role of a Licensed Assistant focused on trading within a high-paced workplace. Collaborate closely with advisors to deliver top-tier client service and efficient portfolio management.

This position requires the Licensed Assistant to engage effectively with clients, manage trades, and support the advisor in providing valuable insights for financial decisions. Familiarity with regulations and proficiency in client documentation are critical for success. A solid educational background, including the Canadian Securities Course, is a must for applicants seeking to excel.

Key Responsibilities:
• Manage client trades accurately and efficiently
• Support research gathering for client portfolios




• Document all client interactions systematically
• Maintain client files per regulatory guidelines
• Facilitate open communication within the team

Requirements:
• Completion of Canadian Securities Course (CSC)
• Conduct and Practices Handbook (CPH) course
• Investment Representative Training (IRT)
• Relevant post-secondary education
• Strong multitasking ability in a demanding environment

Bring your trading expertise and focus on client service as a Licensed Assistant to drive success in this role.
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📌 Dynamic Licensed Assistant in Trading (Ontario)
🏢 Allan Small Financial Group with iA Private Wealth
📍 Ontario