Licensed Sales Assistant: Wealth Advisory + Flex Days

Summit Search Group; Calgary; On-site; CAD 80,000; Full time

Job summary

A leading investment firm in Calgary is seeking a Licensed Sales Assistant to support its advisory team. The role involves handling client service responsibilities, managing documentation, and ensuring compliance with industry regulations. Candidates should have at least three years of experience in financial services and excellent communication skills. The position offers a base salary of $80K along with a benefits program and flex days.

Benefits

Full benefit program

Flex days

Qualifications

• Minimum 3 years of industry experience, including at least 2 years in investment brokerage or financial services.
• Solid understanding of investment processes and compliance regulations.
• Excellent communication skills with a high level of professionalism.

Responsibilities

• Prepare and review daily, monthly and annual reports; draft client correspondence and manage special projects.
• Process and follow up on security transactions and transfers.
• Open new accounts and ensure compliance with regulatory requirements.

Skills

Industry experience

Investment processes understanding

Microsoft Office proficiency

Communication skills

Organizational skills

Client service skills

Multitasking ability

Job description

A leading investment firm in Calgary is seeking a Licensed Sales Assistant to support its advisory team. The role involves handling client service responsibilities, managing documentation, and ensuring compliance with industry regulations. Candidates should have at least three years of experience in financial services and excellent communication skills. The position offers a base salary of $80K along with a benefits program and flex days.