Financial Advisor Assistant

We are seeking a top-quality Financial Advisor Assistant to provide outstanding team support through their expertise, hard work, and dedication. The successful candidate will be responsible for developing processes, reviewing and refining service offerings, and assisting in marketing initiatives.

Requirements

• Minimum 5 years investment industry experience
• IR Licensed or successful completion of Canadian Securities Course as well as the Conduct and Practices Handbook
• Excellent proficiency with MS Office particularly Word, Excel and Outlook
• Experience with Dataphile, Croesus and FactSet
• 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

• Health Benefits
• RRSP Matching Program
• Employee Stock Purchase Plan
• Paid Time Off
• Volunteer Days
• Discretionary Bonuses
• Tuition Reimbursement