Associate Investment Advisor

1 week ago


Montreal Quebec, Québec, Canada Manulife Wealth Full time

Exigences:

  • Haut niveau d'intégrité
  • Personne hautement motivée et organisée
  • En cours d'obtention ou titulaire du Cours sur le commerce des valeurs mobilières au Canada (CCVM)


Aperçu du poste:

  • Assister dans l'entrée et l'exécution des transactions en actions et en titres à revenu fixe.
  • Effectuer le suivi administratif des comptes clients et assurer un soutien en gestion de portefeuille.
  • Rééquilibrer et maintenir les portefeuilles d’investissement selon les besoins des clients.
  • Soutenir le développement et la mise en œuvre des plans de retraite, de placement, fiscaux et successoraux.
  • Contribuer à l'analyse des besoins financiers des clients existants et potentiels.
  • Aider à la gestion quotidienne des opérations, y compris l'entrée de données et la documentation des transactions.

_______________________________________________________________________________________________________

Requirements:

  • High level of integrity
  • Highly motivated and organized individual
  • Working towards or completion of the Canadian Securities Course (CSC)


Position Overview:

  • Assist with entering and executing equity and fixed-income transactions.
  • Provide administrative support for client accounts and portfolio management.
  • Rebalance and maintain investment portfolios based on client needs.
  • Support the development and implementation of retirement, investment, tax, and estate plans.
  • Contribute to analyzing the financial needs of existing and potential clients.
  • Help manage day-to-day operations, including data entry and transaction documentation.


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