Investment Advisor Assistant

4 weeks ago

East St Paul, Canada Harbourfront Wealth Management Inc. Full time
Job Title: Investment Advisor Assistant

Join Harbourfront Wealth Management Inc., a dynamic industry leader specializing in financial services and wealth management, as an Investment Advisor Assistant. This role plays a crucial part in supporting all activities required by the Investment Advisor, requiring a professional, detail-oriented, and organized individual with strong communication and people skills.

Key Responsibilities:
  • Enhance advisor 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:

Harbourfront Wealth Management Inc. is 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

  • Investment Advisor Assistant

    3 weeks ago

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

    Job Opportunity: Investment Advisor AssistantHarbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are seeking a highly skilled and detail-oriented Investment Advisor Assistant to support our team in Winnipeg, Manitoba.Key Responsibilities:Provide information management support to...

  • Investment Advisor Assistant

    4 weeks ago

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

    Job Title: Investment Advisor AssistantAt Harbourfront Wealth Management Inc., we are seeking a highly skilled and detail-oriented Investment Advisor Assistant to join our team. As a key member of our financial services team, you will play a crucial role in supporting our Investment Advisors in their daily activities.Key Responsibilities:Provide information...

  • Investment Advisor Assistant

    4 weeks ago

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

    Job Title: Investment Advisor AssistantAt Harbourfront Wealth Management Inc., we are seeking a highly skilled and detail-oriented Investment Advisor Assistant to join our team. As a key member of our financial services team, you will play a crucial role in supporting our Investment Advisors in their daily activities.Key Responsibilities:Provide information...

  • Investment Advisor Assistant

    4 weeks ago

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

    Job Title: Investment Advisor AssistantHarbourfront Wealth Management Inc. is seeking a detail-oriented Investment Advisor Assistant to support our dynamic team in a fast-paced environment. As a key member of our team, you will provide exceptional client service and administrative support to our Investment Advisors.Key Responsibilities:Provide information...

  • Investment Advisor Assistant

    4 weeks ago

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

    Job Title: Investment Advisor AssistantHarbourfront Wealth Management Inc. is seeking a detail-oriented Investment Advisor Assistant to support our dynamic team in a fast-paced environment. As a key member of our team, you will provide exceptional client service and administrative support to our Investment Advisors.Key Responsibilities:Provide information...

  • Investment Advisor Assistant

    4 weeks ago

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

    Job Title: Investment Advisor AssistantJoin Harbourfront Wealth Management Inc., a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer, providing financial services and holistic wealth management solutions for mid to high-net-worth individuals.About the Role:The Investment...

  • Investment Advisor Assistant

    4 weeks ago

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

    Job Title: Investment Advisor AssistantJoin Harbourfront Wealth Management Inc., a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer, providing financial services and holistic wealth management solutions for mid to high-net-worth individuals.About the Role:The Investment...

  • Investment Advisor Assistant

    1 month ago

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

    *Who we are:*Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core values...

  • Investment Advisor Assistant

    1 month ago

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

    *Who we are:*Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core values...

  • Investment Advisor Assistant

    3 weeks 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...

  • Investment Advisor Assistant

    4 weeks ago

    East St Paul, MB, Canada Harbourfront Wealth Management Inc. Full time

    Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core values start with the belief that *great people make great companies*. Our...

  • Investment Advisor Assistant

    4 weeks ago

    East St Paul, MB, Canada Harbourfront Wealth Management Inc. Full time

    *Who we are:*Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core values...

  • Investment Advisor Assistant

    4 weeks ago

    East St Paul, MB, Canada Harbourfront Wealth Management Inc. Full time

    *Who we are:*Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our core values...

  • Investment Advisor

    3 weeks ago

    St. John's, Newfoundland and Labrador, Canada Royal Bank of Canada> Full time

    Job SummaryAs a seasoned Investment Advisor at Royal Bank of Canada, you will play a pivotal role in providing expert guidance to high-net-worth individuals, families, and business owners on complex financial matters. Your expertise will encompass investment strategies, tax planning, securities, insurance, retirement plans, and real estate, as well as...

  • Investment Advisor

    3 weeks ago

    St. John's, Newfoundland and Labrador, Canada Royal Bank of Canada> Full time

    Job SummaryAs a seasoned Investment Advisor at Royal Bank of Canada, you will play a pivotal role in providing expert guidance to high-net-worth individuals, families, and business owners on complex financial matters. Your expertise will encompass investment strategies, tax planning, securities, insurance, retirement plans, and real estate, as well as...

  • Investment Advisor

    1 month ago

    St. John's, Newfoundland and Labrador, Canada Royal Bank of Canada> Full time

    Grow Your Business with RBCAs a seasoned Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career with our support.Key Responsibilities:Develop and maintain strong relationships with high-net-worth individuals, families, and business owners.Leverage RBC's...

  • Investment Advisor

    1 month ago

    St. John's, Newfoundland and Labrador, Canada Royal Bank of Canada Full time

    Grow Your Business with RBCAs an Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career. Our comprehensive training and support will empower you to succeed in a dynamic and rewarding environment.Key Responsibilities:Build and maintain strong...

  • Investment Advisor

    1 month ago

    St. John's, Newfoundland and Labrador, Canada Royal Bank of Canada> Full time

    Grow Your Business with RBCAs a seasoned Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career with our support.Key Responsibilities:Develop and maintain strong relationships with high-net-worth individuals, families, and business owners.Leverage RBC's...

  • Investment Advisor

    4 weeks ago

    St. John's, Newfoundland and Labrador, Canada Royal Bank of Canada> Full time

    Job SummaryAs a seasoned Investment Advisor at Royal Bank of Canada, you will play a pivotal role in helping high-net-worth individuals, families, and business owners navigate complex financial landscapes. Your expertise will be instrumental in creating customized wealth plans, leveraging RBC's extensive investment and wealth management resources.Key...

  • Investment Advisor

    4 weeks ago

    St. John's, Newfoundland and Labrador, Canada Royal Bank of Canada> Full time

    Job SummaryAs a seasoned Investment Advisor at Royal Bank of Canada, you will play a pivotal role in helping high-net-worth individuals, families, and business owners navigate complex financial landscapes. Your expertise will be instrumental in creating customized wealth plans, leveraging RBC's extensive investment and wealth management resources.Key...