Support wealth management in Ottawa with Canaccord Genuity, using client service, transaction processing, and precise administrative skills on-site.
As an Investment Advisor Assistant with The Lonsdale Financial Group, you will support Investment Advisors and help maintain client relationships. Your work will include account documentation, calendar coordination, transaction assistance, and confidential service. The position suits organized professionals with strong communication skills and securities-industry administrative experience.
Key Responsibilities
- Support Investment Advisors in building client relationships
- Process and confirm transactions, quotes, and trading orders
- Maintain account lists, databases, records, and reports
- Prepare account applications, KYC updates,
and documentation
- Coordinate calendars, meetings, appointments, and scheduling conflicts
Requirements:
- Two to three years of related administrative experience
- CIRO Investment Representative license preferred
- Excellent written, verbal, and interpersonal communication skills
- Robust organization, prioritization, accuracy, and attention to detail
- Intermediate to advanced Microsoft Office skills
Bring securities administration, client communication, and careful multitasking to The Lonsdale Financial Group in Ottawa.