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 -Strong attention to detail with the ability to multi-task and show initiative -Excellent interpersonal and organizational skills, as well as solid 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 (Winnipeg)
🏢 Engineering Search Firm
📍 Winnipeg