Licensed Sales Assistant

The Licensed Sales Assistant role is responsible for supporting a team of financial advisors and the Branch Manager by ensuring the office is managed efficiently and effectively. This includes entering client trades, servicing client requests, and processing trade instructions. The successful candidate must have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills.

Requirements

• Knowledge of fundamental investment concepts, practices, and procedures used in the securities industry
• Previous experience in administrative processes and procedures, including opening accounts, RRSPs, TFSAs, and corporate accounts
• Compliance practices and regulations
• Social media skills (Facebook, Twitter, LinkedIn, blog posts, etc.)
• Personal tax filing
• CRM (Customer Relationship Management) software and maintaining/improving CRM databases is an asset
• Online marketing tools including Google analytics, website assets, SEO, Facebook, LinkedIn, and Twitter is an asset
• Website editing is an asset
• Salesforce is an asset
• Dataphile is an asset

Benefits

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