Investment Advisor Associate

Engineering Search Firm Inc.; Oshawa; On-site; CAD 42,000 - 56,000; Full time

Job summary

Engineering Search Firm Inc. is assisting a Successful Wealth Management practice in hiring a full-time Advisor Assistant in Oshawa, Canada. The role focuses on client communication, meeting coordination, and supporting Financial Advisors with materials and reports.

The ideal candidate will have a university degree or college diploma, CSC preferred, and strong interpersonal and organizational skills with the ability to multi-task in a team environment.

Qualifications

• University degree or college diploma (Business or Economics an asset).
• CSC coursework preferred but not required.
• Strong attention to detail with the ability to multi-task and show initiative.
• Excellent interpersonal and organizational skills, with strong time management and prioritization.
• Must exemplify a positive attitude while working in a team environment.

Responsibilities

• Scheduling and confirming client meetings.
• Preparation of materials and financial reports for client meetings.
• Completion of meeting follow-up activities.
• Trade execution and reviewing daily trades.
• Handling client account administration, including client queries and requests.
• Preparing/processing documentation and account transactions.
• Ensuring all databases are updated and maintained.
• Client mailings and communications.
• General office administrative duties as assigned.
• Completion of CSC (or enrollment would be a great asset)

Skills

Phone communication

Multi-tasking

Interpersonal skills

Time management

Teamwork

Education

University degree or college diploma

Canadian Securities Course (CSC)

Job description

Great opportunity in the investment / insurance field!

Successful Wealth Management practice looking to hire a full time Advisor Assistant.

Must be good on the phone to talk with clients and help address any issues, and set up calls with their Financial Advisor.

Key Responsibilities:

• -Scheduling and confirming of client meetings
• -Preparation of materials and financial reports for client meetings
• -Completion of meeting follow-up activities
• -Trade execution & reviewing daily trades
• -Handling client account administration, including client queries and requests
• -Responsible for preparing/processing documentation and account transactions
• -Responsible for ensuring all databases are updated and maintained
• -Responsible for client mailings/communication
• -General office administrative duties as assigned
• -completion of the CSC (or enrollment would be a great asset) Canadian Securities Courses

Qualifications:

• -University Degree or College Diploma (Business or Economics an asset, but not a requirement)
• -Candidates who have completed the Canadian Securities Course (CSC) preferred
• -Strong attention to detail with the ability to multi-task and show initiative
• -Excellent interpersonal and organizational skills, as well as strong time management and the ability to prioritize effectively
• - Must exemplify a positive attitude while working in a team environment