Investment Advisor

Infoempregos; Calgary; On-site; CAD 40,000 - 70,000; Full time

Job summary

An innovative firm is seeking a motivated individual to join their team and support high net worth clients with their financial needs. This entry-level position offers a unique opportunity to learn and grow within a dynamic environment. Ideal candidates will possess basic communication and organizational skills, along with a willingness to learn. You will assist in administrative tasks, manage correspondence, and contribute to various projects, all while receiving development opportunities and support. If you're ready to embark on a rewarding professional journey, this role could be your perfect fit!

Benefits

Transportation allowance

Meal allowance

Medical assistance

Development opportunities

Qualifications

• Willingness to learn and grow in a professional environment.
• Basic communication and organizational skills are essential.

Responsibilities

• Provide support in administrative and operational activities.
• Organize files and documents while managing correspondence.

Skills

Willingness to learn

Basic communication skills

Organizational skills

Teamwork

Basic computer skills

Job description

Job Description:

Establish a client base of high net worth individuals, families, business owners and foundations and manage their complex financial needs.

We are looking for a new employee to start their professional journey with us. If you are dedicated and willing to learn, this position could be yours!

• Requirements:
  • Willingness to learn and grow.
  • Basic communication and organizational skills.
  • Ability to work in a team.
  • Basic computer skills are desirable.
• Responsibilities:
  • Provide support in administrative and operational activities.
  • Answer calls and manage correspondence.
  • Organize files and documents.
  • Participate in various projects and activities.
• Benefits:
  • Transportation allowance.
  • Meal allowance.
  • Medical assistance.
  • Development opportunities and growth.