Investment Specialist / Financial Planner - Burlington

Infoempregos; Burlington; On-site; CAD 30,000 - 40,000; Full time

Job summary

A leading company in Burlington is seeking an entry-level employee to support administrative and operational tasks. The ideal candidate will be willing to learn and grow within the organization, contributing to various projects while developing essential skills. Benefits include transportation and meal allowances, along with opportunities for professional development.

Benefits

Transportation allowance

Meal allowance

Medical assistance

Development opportunities and growth

Qualifications

• 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.

Skills

Basic communication

Organizational skills

Teamwork

Basic computer skills

Job description

Job Description:

Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs).

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.