Investment Specialist / Financial Planner - Oakville

Infoempregos; Oakville; On-site; CAD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a motivated individual ready to embark on their professional journey. This role offers a unique opportunity for growth and development, where you will support administrative tasks, manage correspondence, and participate in various projects. Ideal for those eager to learn and enhance their skills in a collaborative environment, this position promises a rewarding experience with ample opportunities for career advancement.

Benefits

Transportation Allowance

Meal Allowance

Medical Assistance

Development Opportunities

Qualifications

• Proven networking and client acquisition skills.
• Basic communication and organizational skills are essential.

Responsibilities

• Provide support in administrative and operational activities.
• Answer calls and manage correspondence.
• Organize files and documents.

Skills

Networking

Client Acquisition

Interpersonal Skills

Basic Communication Skills

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.