
Recent Graduates
4 weeks ago
**About Us**:
Founded 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.
**Responsibilities**:
- Assist investment advisors with various tasks, including processing transactions, inputting data into electronic platforms, scheduling client appointments, identifying potential leads, and organizing client documents using relevant software to ensure an exceptional client experience.
- Communicate effectively with clients to understand their needs and provide assistance.
- Perform additional duties as required by investment advisors.
**Requirement**:
- Recent graduated with a University Degree or College Diploma
- Excellent Customer service and communication skills
- Ambitious, motivated, dedicated, and committed
- Previous experience in the financial services industry is a plus
- Proficient in Microsoft software and basic computer skills
- LLQP license holders are preferred.
**Benefits**:
- Support from a network of financial advisors
- Ongoing training and development throughout your career
- Exceptional income potential
**Job Types**: Full-time, Fixed term contract
Pay: From $34,000.00 per year
Additional pay:
- Bonus pay
- Commission pay
**Benefits**:
- On-site parking
- Paid time off
Schedule:
- 8 hour shift
**Education**:
- Bachelor's Degree (preferred)
**Experience**:
- Financial services: 1 year (preferred)
- Customer service: 1 year (preferred)
Licence/Certification:
- LLQP (preferred)
Work Location: In person
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