Financial Advisor Assistant

4 weeks ago


Toronto, Canada Dulari shah financial solutions Full time

Job description

Advisor Assistant:
Seeking an organized and motivated individual, with the ability to problem solve, research, and react in a professional manner to serve as the key support person for a busy financial advisor.

Key Skills and Qualifications:

- Verbal and Written Communication
- Listening and Problem Solving
- Client Focused
- Self-Starter
- Organized and efficient
- Attention for Detail
- High-Level Windows Office Processing Skills -outlook, word, excel, and PowerPoint
- Ability to handle multiple requests, prioritize, and complete tasks in a timely manner
- Ability to seek out sales opportunities with existing clientele and follow up with new leads
- Filing skills and ability to prepare documents for client meeting
- Social media savvy with ability to post to multiple platforms
- Experience with Sales Force an asset
- Mutual Fund and LLQP license an asset
- Willing to get licensed preferred.

Looking for a self-starter who can handle a fast-paced environment and is comfortable taking the lead in solving client issues and request.

**Salary**: $18.50-$20.00 per hour

**Benefits**:

- Dental care
- Extended health care
- Paid time off
- Vision care

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay

COVID-19 considerations:
n/a

Ability to commute/relocate:

- Toronto, ON: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Customer service: 1 year (preferred)
- Financial services: 1 year (preferred)
- Administrative: 1 year (preferred)

**Language**:

- English (preferred)

Licence/Certification:

- MFDA (preferred)
- IFC Certification (preferred)
- LLQP (preferred)

Work Location: In person

Application deadline: 2023-03-08
Expected start date: 2023-03-06



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