Investment analyst

4 weeks ago


Montréal QC, Canada Incubation Systems Private Limited Full time

We are hiring for our client, a leading Financial and Insurance service provider.*_
_*Contract - *__6 months with possible extension_
_*Location: *__Oakville ON / Montreal QC_
_*Job Type: *__Hybrid (3 days from office)_
*The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’ business development organization. Candidate must be fluent in French and English, mandatory, no exceptions. Candidate must have previous Wealth Investment experience.
* Finance Background- Investment industry/ banking experience - front office or back office. Ideally minimum 2 to 3 years previous work experience.
* Candidate must be comfortable working with Microsoft Office Suite, Excel, PowerPoint, above proficiency level.
*Advisor and Licensed assistant due diligence - 25%*
* Work closely with the field team and act as key Head Office relationship support.
* Conduct and analyze credit/criminal checks and regulatory checks and involve compliance when necessary to ensure recruits meet our requirements.
* Work with the field team and finance to analyze and ensure that the financial analysis meets our minimum IRR standards when creating a term sheet to present to potential recruits, as it relates to our Organic Growth Program
* Work with Legal department to draft binding agreement for sign off from senior management and recruit
* Track all activities in Salesforce ensuring accuracy.
*Track activities created by proactive conversations with new advisors in Salesforce.
* Manage advisor relocations.
* Updating policies and procedures
Job Types: Full-time, Fixed term contract
Contract length: 00 per hour
8 hour shift
* Monday to Friday
Investment: 2 years (required)
* Language:
* French (required)



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