Recent Graduates

1 week ago

Richmond Hill, Canada AI Financial Power Group Full time

**About Us**

Reformed in 2020, Ai Financial’s core team brings over 20 years of experience from Stock market, Options, Investment banking, banking, mutual fund, insurance and segregate fund. We provide Canadian residents with professional investment advice and asset management services.

Our mission is simple: to empower all Canadians to achieve a happy, healthy, and prosperous retirement through financial investment.

**Key Responsibilities**:

- Organize, review, and maintain client documents and records within the company's system.
- Assist in completing backend review tasks following established processes and requirements.
- Communicate and coordinate with external partners, including insurance companies and major banks.
- Perform additional duties as assigned by team leadership to support departmental needs.

**Qualifications**:
**Skills**:

- Strong communication skills, both written and verbal, with a proactive learning attitude.
- Exceptional attention to detail and the ability to summarize and organize information effectively.
- Strong organizational and planning abilities, with excellent time management skills to handle multiple tasks simultaneously.
- Proficient in MS Office Suite (Word, Excel, Outlook) and other office-related software.

**Experience**:

- Previous related work experience in financial or investment industry is preferred but not mandatory.

**What We Offer**:

- A dynamic work environment that encourages learning and professional growth.
- Opportunities to work with leading financial institutions and partners.
- A supportive team culture with room for career development.

**Job Types**: Full-time, Fixed term contract
Contract length: 12 months

Pay: From $34,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- On-site parking
- Paid time off

Schedule:

- 8 hour shift
- Monday to Friday

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- Financial services: 1 year (preferred)

**Language**:

- English (preferred)

Work Location: In person

Expected start date: 2025-01-06

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