Investment Advisor Assistant Ottawa
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Support wealth management clients in Ottawa as an Investment Advisor Assistant with Canaccord Genuity, using organization and interpersonal communication.
Working with The Lonsdale Financial Group, you will support Investment Advisors and help maintain client relationships. The position combines transaction processing, account administration, scheduling, reporting, and professional client service. It requires accuracy, discretion, multitasking, and effective communication within an in-office environment.
Key Responsibilities:
- Support Investment Advisors with client relationships and wealth management activities
- Process transactions, provide quotes, and execute trading orders
- Maintain account lists, databases, records, reports, and statistical information
- Prepare account applications, KYC updates, and supporting documentation
- Coordinate calendars, meetings, appointments, and scheduling conflicts
Requirements:
- Two to three years of related administrative experience
- CIRO Investment Representative license preferred; licensing candidates welcome
- Excellent written, verbal, and interpersonal communication skills
- Strong organization, prioritization, accuracy, and attention to detail
- Intermediate to advanced computer skills and Microsoft Office knowledge
Apply your client service, transaction processing, and organizational skills supporting Canaccord Genuity’s Ottawa wealth management team.
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