Full-Time Investment Advisor Assistant Role - C$20 - C$25 An Hour (Winnipeg)

Full-Time Investment Advisor Assistant Role - C$20 - C$25 An Hour (Winnipeg)

08 Nov
|
51.CA Media Group
|
Winnipeg

08 Nov

51.CA Media Group

Winnipeg

Join a financial company as a Full-Time Investment Advisor Assistant in Markham, earning CAD 20.00-25.00 per hour. Collaborate with Investment Advisors to enhance client relationships and support wealth management.The position involves assisting Investment Advisors in processing transactions and maintaining client accounts. You will engage with clients directly, providing quotes and executing trading orders. Additionally, the role requires compiling reports and supporting marketing initiatives to grow the wealth management business.Key Responsibilities:- Support Investment Advisors with client transaction processing- Communicate directly with clients about trading orders- Maintain and update client account lists- Compile statistical reports and documentation- Assist in developing business through marketing initiativesRequirements:- Fluent in English and Mandarin- Eligible for work visa- Open to students and newcomers- Document handling and client servicing experience- Solid communication skills in bilingual environmentsBring your dedication to client service and wealth management support in a dynamic financial setting.#J-18808-Ljbffr

📌 Full-Time Investment Advisor Assistant Role - C$20 - C$25 An Hour (Winnipeg)
🏢 51.CA Media Group
📍 Winnipeg

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