Associate Investment Advisor
1 week ago
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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