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Investment Advisor Assistant

1 month ago

East St Paul, Canada Harbourfront Wealth Management Inc. Full time
Job Opportunity:

The Investment Advisor Assistant plays a vital role in supporting the Investment Advisor in all activities required for the position. This role demands a professional, detail-oriented, and independent individual with strong communication and people skills. The ideal candidate must be versatile and capable of performing a variety of tasks in a fast-paced environment where attention to detail is paramount.

Key Responsibilities:
  • Enhance the advisor's effectiveness by providing information management support.
  • Foster and support client relationships by liaising with clients, responding to requests, and proactive problem-solving.
  • Open accounts and manage documentation requirements.
  • Process and follow up on account opening, transfer, and other type of requests.
  • Handle incoming and outgoing phone calls with clients and respond to requests for information.
  • Organize and coordinate meetings and conference calls.
  • Prepare internal and client reports, client correspondence, and take ownership of project work.
  • Answer phone calls promptly, screen calls, and redirect appropriately.
  • Maintain office premises standards for appearance.
  • Maintain accurate and up-to-date client records, including financial and personal information.
  • Ensure compliance with company policies and regulations, including those related to client privacy and confidentiality.
Requirements:
  • Proficient with Microsoft Office, particularly Word, Excel, PowerPoint, and Outlook.
  • Proven verbal and written communication skills.
  • Ability to learn quickly and identify opportunities to add value.
  • Strong organizational skills.
  • Meticulous attention to detail.
  • Superior customer service skills.
  • Ability to prioritize, multitask, work within time constraints, and follow-up.
  • Ability to work in a team environment and demonstrate a professional and friendly manner.
  • Minimum of 2-years investment industry experience an asset.
Preferred Qualifications:
  • Knowledge of National Bank and/or NBIN systems.
  • Currently holds or is in the process of obtaining CIRO Licensing.
  • Currently holds Life License Qualification Program (LLQP), or willingness to obtain LLQP within first 6 months of employment.
  • Fluent in both English and French, with excellent verbal and written communication skills.
Diversity and Inclusion:

Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.

Benefits:
  • Dental care.
  • Employee assistance program.
  • Extended health care.
  • Life insurance.
  • Vision care.
Schedule:

Monday to Friday.

Work Location: In person.