Investment Representative Assistant

3 days ago

Parksville, Canada iA Private Wealth Full time

**Job Title: Investment Representative Assistant (Licensed)**

We are looking for the right individual to join our professional team of Investment/Insurance Advisors. We are a client focused, highly motivated and dedicated team that needs your help. If this sounds like a career that you would be interested in, please read on.

The Licensed Assistant’s primary focus is to assist an advisor in the day to day trading and the administration of their business. The Licensed Assistant may be required to support more than one advisor and different business models.

**Delivers a high level of client service by**:

- Supporting the advisor with the review of client portfolios to ensure alignment with risk profile and applicable investment programs
- Gathering research and product information from internal and external sources
- Entering client trades as directed by client and/or advisor
- Staying up-to-date with regulatory rules and trading activities regarding client accounts

**Ensures effective client administration by**:

- Following up with clients on missing documentation as per industry regulatory requirements
- Maintaining client files and information
- Ensuring daily trades and system account entries are timely and accurate
- Responding to client inquiries in a professional and responsive manner
- Resolving issues and implementing client transactions expeditiously and accurately
- Issuing instructions for client withdrawals, deposits, swaps and transfers
- Ensuring all client interactions are accurately documented
- Understanding the required documentation for all client account types

**Provides marketing assistance to the advisor by**:

- Identifying opportunities to acquire additional assets and/or increase revenue with existing clients (e.g. referrals, consolidation of assets, insurance, etc.)
- Developing, distributing and maintaining marketing materials
- Organizing client events and sponsorship activities

**Supports the growth of the advisor business by**:

- Assisting in idea generation
- Reviewing daily commission reports and following up on unpaid commissions
- Preparing, analyzing and presenting reports, marketing concepts, insurance plans, annual trading summary, etc.
- Recommending ways to provide additional value to clients and increase office efficiencies

**Contributes to the effective functioning of the team by**:

- Building effective working relationships across the team and with corporate head office
- Maintaining a high level of client service standards
- Facilitating a culture of open and honest communication
- Actively participating and contributing to team meetings
- Encouraging the generation of new ideas and process improvements
- Actively sharing knowledge and experience to enhance the development of all team members
- Committing to professional development

**Educational Requirements**:

- Canadian Securities Course (CSC)*
- Conduct and Practices Handbook course (CPH)*
- Investment Representative Training (IRT)*
- Post-secondary education

**How to apply**:
**Job Types**: Full-time, Part-time, Permanent

**Salary**: $45,000.00-$55,000.00 per year

**Benefits**:

- Flexible schedule

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday
- No weekends

Work Location: One location

  • Investment Representative Assistant

    3 days ago

    Parksville, Canada iA Private Wealth Full time

    **Job Title: Investment Representative Assistant (Licensed)** Add detailed opening** The Licensed Assistant’s primary focus is to assist an advisor in the day to day trading and the administration of their business. The Licensed Assistant may be required to support more than one advisor and different business models. **Delivers a high level of client...

  • Customer Service Representative

    8 months ago

    Parksville, Canada Mid Island Liquor Full time

    **Mid Island Liquor is looking for part-time Customer Service Representatives at our Central Parksville Liquor Store** Are you committed, outgoing, reliable and love being in service for our community? Do you strive to create exceptional customer experiences in the retail industry? This may be the job for you! **Things you’ll do**: - Represent Mid...

  • Customer Service Representative

    8 months ago

    Parksville, Canada Mid Island Liquor Full time

    **Mid Island Liquor is looking for part-time Customer Service Representatives at our Parksville Liquor Store** Are you committed, outgoing, reliable and love being in service for our community? Do you strive to create exceptional customer experiences in the retail industry? This may be the job for you! **Things you’ll do**: - Represent Mid Island Co-op...

  • Customer Service Representative

    8 months ago

    Parksville, Canada Mid Island Liquor Full time

    **Mid Island Liquor is looking for part-time Customer Service Representatives at our Corfield Liquor Store, in Parksville, BC** Are you committed, outgoing, reliable and love being in service for our community? Do you strive to create exceptional customer experiences in the retail industry? This may be the job for you! **Things you’ll do**: - Represent...

  • Customer Service Representative

    7 months ago

    Parksville, Canada Mid Island Liquor Full time

    **Mid Island Liquor is looking for a part-time Customer Service Representative at our South Parksville Liquor Store** Are you committed, outgoing, reliable and love being in service for our community? Do you strive to create exceptional customer experiences in the retail industry? This may be the job for you! **Things you’ll do**: - Represent Mid Island...

  • Customer Service Representative

    6 months ago

    Parksville, Canada Mid Island Liquor Full time

    **Mid Island Liquor is looking for a part-time Customer Service Representative at our Parksville Liquor Store** Are you committed, outgoing, reliable and love being in service for our community? Do you strive to create exceptional customer experiences in the retail industry? This may be the job for you! **Things you’ll do**: - Represent Mid Island Co-op...

  • Customer Service Representative

    4 months ago

    Parksville, Canada Mid Island Liquor Full time

    _**Mid Island Liquor is looking for part-time Customer Service Representatives at our South Parksville Liquor Store**_ Are you committed, outgoing, reliable and love being in service for our community? Do you strive to create exceptional customer experiences in the retail industry? This may be the job for you! **Things you’ll do**: - Represent Mid...

  • Customer Service Representative

    3 months ago

    Parksville, Canada Mid Island Liquor Full time

    **Mid Island Co-op is hiring part-time Customer Service Representatives for our Parksville Alberni Liquor Store located in Parksville, British Columbia.** Are you committed, outgoing, reliable and love being in service for our community? Do you strive to create exceptional customer experiences in the retail industry? This may be the job for you! **Things...

  • Customer Service Representative

    7 months ago

    Parksville, Canada Mid Island Liquor Full time

    **Mid Island Liquor is looking for part-time Customer Service Representatives at our South Parksville Liquor Store** Are you committed, outgoing, reliable and love being in service for our community? Do you strive to create exceptional customer experiences in the retail industry? This may be the job for you! **Things you’ll do**: - Represent Mid Island...

  • Customer Service Representative

    7 months ago

    Parksville, Canada Mid Island Liquor Full time

    **Mid Island Liquor is looking for part-time and full-time Customer Service Representatives at our South Parksville Liquor Store** Are you committed, outgoing, reliable and love being in service for our community? Do you strive to create exceptional customer experiences in the retail industry? This may be the job for you! **Things you’ll do**: -...

  • Customer Service Representative

    7 months ago

    Parksville, Canada Mid Island Liquor Full time

    Mid Island Liquor is looking for a full-time Customer Service Representative at our Central Parksville Liquor Store. Are you committed, outgoing, reliable and love being in service for our community? Do you strive to create exceptional customer experiences in the retail industry? This may be the job for you! **Things you’ll do**: - Represent Mid Island...

  • Customer Service Representative

    7 months ago

    Parksville, Canada Mid Island Liquor Full time

    Mid Island Liquor is looking for a full-time Customer Service Representative at our Central Parksville Liquor Store. Are you committed, outgoing, reliable and love being in service for our community? Do you strive to create exceptional customer experiences in the retail industry? This may be the job for you! **Things you’ll do**: - Represent Mid Island...

  • Insurance Operations Representative

    7 months ago

    Parksville, Canada Coastal Community Insurance Service Full time

    **Position Type**:Temporary **Duration**: Approximately six (6) months **Together, Let’s Do Great Things!** We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an **Insurance Operations Representative** so if you’re passionate about efficiently processing...

  • Account Representative 3

    7 months ago

    Parksville, Canada Coastal Community Credit Union Full time

    **Position **Type**:Temporary **Duration**: Approximately six (6) months **Together, Let’s Do Great Things!** We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an **Account Representative**, so if you’re passionate about improving people’s financial...

  • Account Representative 3, Regional

    15 hours ago

    Parksville, Canada Coastal Community Credit Union Full time

    **Position Type**:Permanent **Together, Let’s Do Great Things!** We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an **Account Representative** to support the Oceanside Region, so if you’re passionate about improving people’s financial health and have...

  • Customer Service Representative, Corfield Liquor

    5 days ago

    Parksville, Canada Mid Island Liquor Full time

    Mid Island Liquor is looking for part-time Customer Service Representatives at our Corfield Liquor Store in Parksville, BC. **Who we are**: Mid Island Co-op is a different kind of business. If you’re a member, you’re an owner. We don’t have a head office somewhere else or shareholders who aren’t members, and all our profits stay right here on...

  • Customer Service Representative, Central Parksville

    2 days ago

    Parksville, Canada Mid Island Liquor Full time

    Mid Island Liquor is looking for a part-time Customer Service Representative at our Central Parksville Liquor Store. **Who we are**: Mid Island Co-op is a different kind of business. If you’re a member, you’re an owner. We don’t have a head office somewhere else or shareholders who aren’t members, and all our profits stay right here on Vancouver...

  • Customer Service Representative, South Parksville

    2 days ago

    Parksville, Canada Mid Island Liquor Full time

    Mid Island Liquor is looking for a part-time Customer Service Representative at our South Parksville Liquor Store. **Who we are**: Mid Island Co-op is a different kind of business. If you’re a member, you’re an owner. We don’t have a head office somewhere else or shareholders who aren’t members, and all our profits stay right here on Vancouver...

  • Customer Service Representative, Corfield Liquor

    2 days ago

    Parksville, Canada Mid Island Liquor Full time

    Mid Island Liquor is looking for part-time Customer Service Representatives at our Corfield Liquor Store in Parksville, BC. **Who we are**: Mid Island Co-op is a different kind of business. If you’re a member, you’re an owner. We don’t have a head office somewhere else or shareholders who aren’t members, and all our profits stay right here on...

  • Insurance Representative, Level 2

    7 months ago

    Parksville, Canada Coastal Community Insurance Services (2007) Ltd. Full time

    **Position Typ**e**: Permanent **Together, Let’s Do Great Things!** We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an **Insurance Representative, Level 2**, so if you’re passionate about insurance, and helping people protect themselves and their assets...