Investment Advisor Associate
$50,000–$50,000 year
On-siteOshawa, Ontario, Canada
Oshawa, Ontario, CanadaOn-siteFull Time$50,000–$50,000 yearEntry LevelAssociates DegreeSmall
Full TimeEntry LevelAssociates DegreeSmall
Job Summary
Schedule and confirm client meetings, prepare materials and financial reports for those sessions, and complete all follow-up activities. Execute and review daily trades while handling client account administration, including queries, requests, documentation processing, and account transactions. Ensure all databases are updated and maintained, manage client mailings and communications, and perform general office administrative duties as assigned. This role supports a successful Wealth Management practice in Oshawa, Ontario, with a focus on facilitating smooth client interactions and operational accuracy.
Required Qualifications
- Must be good on the phone to talk with clients and help address any issues, and set up calls with their Financial Advisor
- Strong attention to detail with the ability to multi-task and show initiative
- Excellent interpersonal and organizational skills
- Strong time management and the ability to prioritize effectively
- Must exemplify a positive attitude while working in a team environment
Desired Qualifications
- University Degree or College Diploma (Business or Economics an asset, but not a requirement)
- Candidates who have completed the Canadian Securities Course (CSC) preferred
- completion of the CSC (or enrollment would be a great asset) Canadian Securities Courses
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