Investment Advisor Assistant - Client Relations

Ventum Financial; Calgary; On-site; CAD 50,000 - 70,000; Full time

Job summary

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 environment, 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.

Qualifications

• At least 3 years of experience as Admin/Sales Assistant in regulated financial services.
• CIRO Licensed (IR or RR) mandatory.
• Excellent oral and written communication skills.

Responsibilities

• Build strong relationships within and outside the branch.
• Liaison with Back Office Operations and Trading.
• Provide excellent client service to inquiries.

Skills

Client service

Interpersonal skills

Organizational skills

Written communication

Education

Canadian Securities Course

Conduct & Practices Handbook

Tools

Dataphile

Microsoft Office

Job description

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 environment, 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.