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Investment Advisor

1 month ago

North Census Division SK, Canada Collabera Full time

This is with one of our financial client. We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services environment. Key Responsibilities Act as the first point of contact for client inquiries and service requests Support advisors with account openings, maintenance, and documentation Enter and process trades under advisor direction Schedule and coordinate client and advisor meetings Maintain accurate client records in Salesforce CRM Liaise with head/back office teams to ensure smooth processing Provide high-quality administrative and client service support Required Qualifications CSC and CPH certifications (mandatory)1+ year experience supporting an Investment Advisor Experience within a Mutual Fund Dealer, Investment Dealer, or Financial Institution Proficiency with Microsoft Office (Outlook, Excel, Word, PowerPoint) Strong organizational, time management, and communication skills Experience using CRM systems (Salesforce preferred) Nice to Have French language skills Power BI experience About Us: Collabera is a leading Digital Solutions company providing software engineering solutions to the world's most tech-forward organizations. With more than 25 years of experience, we have hired over 17000 employees across 60+ offices globally and currently place 10000+ professionals annually to support critical IT engagements at more than 500 client sites, 80% being the Fortune 500. {and 59% of the Fortune 50 (could use either stat)} With Collabera, you • Will get to work on numerous challenging and exciting projects, including UI/UX transformation, Blockchain, AI/Data Science, Cloud migrations, Cyber-Security and Engineering. • At Collabera you have 80% chances of project extension or redeployment to other clients • Will have endless opportunities to learn new technologies through our inhouse Training arm – Cognixia.