Investment Advisor Assistant - Client Relations (Calgary)

Investment Advisor Assistant - Client Relations (Calgary)

08 Sep
|
Ventum Financial
|
Calgary

08 Sep

Ventum Financial

Calgary

A financial services company in Calgary is seeking an Investment Advisor Assistant to support Investment Advisors in building client relationships and performing administrative tasks. The ideal candidate should have at least 3 years of experience in a regulated financial setting, be CIRO licensed, and possess advanced communication and organizational skills. This role emphasizes proactive problem-solving and attention to detail in a client-focused setting.
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📌 Investment Advisor Assistant - Client Relations (Calgary)
🏢 Ventum Financial
📍 Calgary

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