Great opportunity in the investment / insurance field!
Successful Wealth Management practice looking to hire a full time Advisor Assistant.
Must be good on the phone to talk with clients and help address any issues, and set up calls with their Financial Advisor.
Key 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




-completion of the CSC (or enrollment would be a great asset) Canadian Securities Courses
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
-Solid attention to detail with the ability to multi-task and show initiative
-Excellent interpersonal and organizational skills, as well as strong time management and the ability to prioritize effectively
- Must exemplify a positive attitude while working in a team environment

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📌 Investment Advisor Associate (Ontario)
🏢 Engineering Search Firm
📍 Ontario