Salary Range: $45,000 - $50,000We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.ResponsibilitiesWorking directly with a team of Investment Advisors to focus on client relationships and build a sustainable wealth management business.Assisting Investment Advisors with processing and confirming client transactions.Dealing directly with all clients, providing quotes and executing trading orders.Maintaining account lists and compiling statistical information and reports.Processing and following up on client documentation for proper account maintenance.Assisting with servicing existing clients.Participating in developing the wealth business using various marketing initiatives.Performing additional administrative duties as required.Skills & QualificationsCompletion of CSC, CPH and licensing with CIRO required.2-3 years of related experience with a well-rounded knowledge of the securities industry.Excellent communication and interpersonal skills.Excellent organizational skills with a strong attention to detail.Demonstrated ability to meet deadlines, take initiative, and multi-task.Ability to work independently and effectively with employees and clients at all levels.Intermediate to advanced computer skills and valuable working knowledge of MS Office programs.Interest in Financial Planning and/or Insurance beneficial.Experience with Dataphile, Salesforce, and netx360 an asset.#J-18808-Ljbffr

📌 Investment Advisor Assistant - $45,000 - $50,000 A Year (Winnipeg)
🏢 CGC Canaccord Genuity
📍 Winnipeg