[MC830] | Investment Advisor Assistant

[MC830] | Investment Advisor Assistant

23 May
Staffix Professional Staffing

23 May

Staffix Professional Staffing


About Our Client:

Our client, a prestigious and expanding wealth management firm based in Oakville, Ontario, is looking for a driven and enthusiastic Investment Advisor Assistant to join their dynamic team. This role is an excellent opportunity for recent graduates who have completed their finance or financial planning courses and are eager to launch their careers in the wealth management industry.

Are You:

- A recent graduate with a degree in Finance, Financial Planning, or a related field?
- Eager to apply your knowledge and skills in a real-world, professional environment?
- Someone who has completed the Canadian Securities Course (CSC)?

- Passionate about helping clients achieve their financial goals and secure their financial future?
- Looking for a position that offers mentorship, growth, and a chance to work with a respected wealth management firm?

If So, This Opportunity Might Be Perfect for You!

The Role:

In this exciting position, you will be instrumental in supporting the firm's financial advisors and contributing to the exceptional service provided to clients. Your banking experience and knowledge from the Canadian Securities Course (CSC) will be crucial as you engage in various tasks, including:

- Conducting detailed financial research and analysis to pinpoint suitable investment opportunities.
- Building and maintaining strong relationships with clients by understanding their financial goals and risk tolerance.
- Assisting in the development and presentation of comprehensive investment plans and recommendations tailored to each client's unique needs.
- Executing investment transactions efficiently and accurately while adhering to compliance standards.
- Keeping meticulous client records and ensuring all activities meet regulatory requirements.

- Collaborating with colleagues to support business development initiatives and contribute to the team's overall growth and success.

What We’re Looking For:

- Education: Bachelor’s degree in Finance, Financial Planning, or a related field.
- Certification: Completion of the Canadian Securities Course (CSC) is required.
- Experience: 1-3 years in the financial services industry, preferably with experience in a banking environment.
- Skills: Strong understanding of investment products, financial markets, and risk management principles. Excellent financial research and data analysis capabilities.
- Attributes: Exceptional communication and interpersonal skills, highly organized, detail-oriented, and committed to accuracy and efficiency. A team player who thrives in a collaborative environment.

Why This Opportunity is Exceptional:

- Competitive Compensation:

Attractive salary and benefits package.
- Growth Opportunity: Work with a respected and growing wealth management firm.
- Dynamic Environment: Fast-paced and dynamic work setting.
- Supportive Culture: Collaborative team atmosphere with mentorship from experienced professionals.
- Professional Development: Opportunities for career advancement and professional growth.
- Client Impact: Make a meaningful difference in the financial well-being of clients.

The original job offer can be found in Kit Job:

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