Financial Advisor Assistant

We are looking for a top-quality Financial Advisor Assistant to provide outstanding team support through their expertise, hard work, and dedication. This is a supportive, driven top-tiered team offering career growth opportunities, and a competitive compensation package including salary, override, and bonus potential.

Requirements

• Minimum 5 years investment industry experience
• IR Licensed or successful completion of Canadian Securities Course as well as the Conduct and Practices Handbook is preferable
• Excellent proficiency with MS Office particularly Word, Excel and Outlook
• Experience with Dataphile, Croesus and FactSet is an asset
• Excellent verbal and written communication skills
• Ability to work in a team environment and demonstrate a professional and friendly manner
• Superior customer service skills
• Meticulous attention to detail
• Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow up
• Strong organizational skills
• Superior problem solving skills
• The ability to work within deadlines in a high-volume, pressure-oriented environment
• Ability to effectively handle confidential information

Benefits

• Flexible workstyles
• Competitive compensation and benefits package
• Health Benefits
• RRSP Matching Program
• Employee Stock Purchase Plan
• Paid Time Off
• Volunteer Days
• Discretionary Bonuses
• Tuition Reimbursement