Associate Financial Advisor
5 days ago
**Job description**
Working closely with a Senior Investment Advisor to assist with:
*Fielding calls from clients, prospects and others
*Completing client appointment packages
*Inputting data
*Coordinating client events
*Processing client trades
*Setting appoinments
*Client interaction
*Assist with prospecting
*Projects on an as needed basis
*File organization and maintenance
*Maintaining CRM
*Maintaining performance data
*Building financial planning packages
*Product research
Experience Required: Minimum 5 years working with a licensed IIROC/CIRO advisor
Technical Skills Required:
*Office 365 package (Excel, Word, Powerpoint, etc)
*Preference given to those with experience with National Bank backoffice programs, such as iMost, NextRep, Univeris, Octacom, Croesus, Compass and NIAD.
*Preference given to those with previous experience with iA Private Wealth and familiar with esignature Express Client Onboarding and Wealthlink.
Pay: $52,000.00-$64,000.00 per year
**Benefits**:
- Company events
- On-site parking
Work Location: In person
Expected start date: 2025-08-01
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