Financial Advisor Assistant
3 months ago
**Job Overview**:
We are seeking an experienced Client Services Assistant to the Sr. Financial Advisor to join our team. The Client Services Assistant will help clients meet their financial goals by providing administrative and operational support as instructed by the Sr. Financial Advisor.
**Duties and Responsibilities**:
- Schedule appointments and prepare daily account paperwork
- Process transactions/trades in a timely manner and track daily to ensure completion
- Process all aspects of account openings, updates, and transfers
- Organize and maintain the digital filing system
- Handle all client requests and paperwork for tax season
- Update the client data base and generate reports
- Generate the GIC maturity list
- Generate Report for KYC Expiry and Non-Suitable Clients reports
- Generate and maintain clients lists with RRSPs
- Track short
- and long-term projects and deadlines
- Work with a high level of confidentiality at all times
- Mutual Funds License (preferred)
- Completed all required AML/Compliance training and CE credits
- Min. 2-5 years of experience in a financial administrative role (with a financial Advisor)
- Experience with Univeris software
- Strong digital literacy and research skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and other standard office platforms
- Demonstrated expertise in data management and entry, with a focus on accuracy and attention to detail
- Exceptional written communication skills, with the ability to convey information clearly and professionally
- Strong time management, multitasking, and organizational abilities
- Interpersonal skills, with a professional demeanor and excellent office and phone etiquette
- Ability to work independently and efficiently
- Detail oriented with a strong attention to accuracy
- Advanced problem-solving skills
- Excellent organizational skills
**Job Type**: Part-time
Pay: $23.00 per hour
Expected hours: 20 - 25 per week
**Benefits**:
- Flexible schedule
Flexible language requirement:
- French not required
Schedule:
- Monday to Friday
Work Location: In person
Expected start date: 2024-10-07
-
Financial Advisor
2 months ago
Stratford, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...
-
Executive Assistant
6 months ago
Stratford, Canada Vancea Financial Group Full timeWe are actively seeking an individual who possesses excellent attention to detail, proficient computer skills, and relevant work experience in the mutual fund, insurance, banking, or investment industry. The primary responsibilities for this role include efficiently managing advisor calendars, preparing advisor files for appointments, and executing all...
-
Service Advisor
5 hours ago
Stratford, Canada Eldon Ingram Limited Full timeWe are currently looking for an Assistant Service Advisor to assit in our shop. This position is responsible for scheduling service repair work in an automotivve repair shop and following the progress of repairs throughout the day. **_Responsibilities include_** Answer telephone, coordinate incoming inquires and schedule appointments Schedule shop work as...
-
Administrative Assistant
2 months ago
Stratford, Canada Stiller Financial Full time**About Stiller Financial** **About the job** - Represent the Stratford branch for all walk-ins - Handle intake forms new clients and taxation - Administer phone service requests and inquiries - Support administrations staff with daily tasks and tickets - Manage office specific needs such as ordering supplies and banking - Proactively reach out to clients...
-
Automotive Parts Advisor
3 months ago
Stratford, Canada Strickland's Stratford Toyota Full time**Rev Up Your Career as an Automotive Parts Advisor in Stratford, ON!** Do you live and breathe cars? Are you passionate about automotive parts and thrive in delivering exceptional customer service? Join our vibrant team at a top-tier dealership in the charming town of Stratford, ON, where your enthusiasm and expertise will drive our parts service...
-
Regional Market Advisor
4 months ago
Stratford, Canada BroadGrain Commodities Full time**REGIONAL MARKT ADVISOR** BroadGrain Commodities Inc. (“BroadGrain”) is a fast-growing global company trading and transporting grains, cereals, oilseeds, corn and by-products. We use our expertise and experience in logistics, sourcing and distribution to connect our customers to global markets while providing excellence in customer service. Today,...
-
Financial Advisor, Portfolio Specialist
4 weeks ago
Stratford, Ontario, Canada Royal Bank of Canada Full timeAbout the OpportunityWe are seeking a skilled Financial Planner to join our team in Listowel, Arthur and Drayton, ON. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients.Key ResponsibilitiesProvide tailored financial planning advice and solutions using our array of investment and...
-
Insurance Advisor
7 months ago
Stratford, Canada Industrial Alliance Financial Group Full timeAre you motivated and have a great personality? Do you like to set your own schedule and work from home? If you answered yes, then this is the position for you! **Responsibilities**: - Schedule appointments, create and develop leads, provide assistance and identify customer needs, and promote products and services - Become familiar with the products -...
-
Branch Operation Assistant
1 month ago
Stratford, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** The RBC Dominion Securities Management team located in Stratford is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative and operational support to clients and employees. RBC Dominion Securities is Canada’s leading full-service investment...
-
Banking Advisor Trainee
6 months ago
Stratford, Canada Scotiabank Full timeRequisition ID: 192955 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
-
Automotive Service Advisor
6 hours ago
Stratford, Canada Strickland's Toyota Full timeStrickland's is a family owned and operated business; serving Southern Ontario for over 30 years. We began modestly and have grown into a fully functioning superstore! With approximately 1000 new and used vehicles and our financing specialists dealing in prime and subprime lending; Strickland's truly is a one stop shop. We now have 5 dealerships catering to...
-
Investment Advisor
4 weeks ago
Stratford South, Canada RBC Full timeJob Summary Job Description Grow your business, your way with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for...
-
Branch Office Administrator
3 months ago
Stratford, Canada Edward Jones Full time**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team**.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team...
-
Financial Controller
6 months ago
Stratford, Canada Steed Standard Transportation Full time**About us** Steed Standard Transport (SST) is a family-owned and operated business spanning four generations. Headquartered in Stratford, Ontario, we are proud to be one of the most recognized and dependable transportation companies in Canada. With over 110 years on the roads, our on-time deliveries, competitive pricing, outstanding customer service, and...
-
Investment Advisor
4 weeks ago
Stratford South, Canada RBC Full timeJob SummaryJob Description Grow your business, your way with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for...
-
Financial Record Manager
2 months ago
Stratford, Ontario, Canada beBee Professionals Full time $45,000 - $60,000We are seeking a detail-oriented Accounting Specialist to join our finance team at beBee Professionals in Stratford. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records,...
-
Assistant Branch Manager
3 months ago
Stratford, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team objectives. You coach your team to increase skills and capabilities to maximize sales and referral opportunities, enable digital...
-
Mortgage Advisor
6 months ago
Stratford, Canada Scotiabank Full timeRequisition ID: 189497 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...
-
Stratford, Ontario, Canada Royal Bank of Canada Full timeWealth Management Career OpportunitiesIn a career as an Investment Advisor with Royal Bank of Canada, you have the chance to make a significant impact on your clients' financial lives while growing your own business. With our comprehensive resources and guidance, you can create customized portfolios and wealth plans that meet the complex needs of...
-
Financial Accountant Position in Stratford
1 week ago
Stratford, Ontario, Canada beBee Professionals Full time $45,000 - $60,000At beBee Professionals in Stratford, we are seeking a detail-oriented Financial Accountant to join our finance team. This role involves maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Main Responsibilities:Maintain and manage financial records, including ledgers,...