Associate
6 days ago
**Employment Status**:
Permanent Full-Time
**Location**:
Burlington, ON
**Department**:
Retail
**Reporting To**:
Investment Advisor(s) and Branch Management Team
**Job Id**:
BUR - 008
**Job Level**:
L4
**Seniority Level**:
Associate
**Position Overview**:
We are seeking an individual to join our team in the Burlington office. As an Associate the incumbent will contribute to growing the business by supporting to the Investment Advisor(s), ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments.
**Duties & Responsibilities**:
- Investment Advisor Support:_
- Prepare, analyze, and present reports and recommendations for clients including investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/reviews and investment proposals
- Manage the execution of transactions on behalf of the Advisor
- Analyze industry and company data, macro data, develop and maintain financial models
- Client Service:_
- Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerage
- Attend client meetings as required, including prospect and annual review meetings
- Provide gold standard client service anticipating client needs and delivering proactive and quality communications to ensure clients are apprised of details related to their accounts
- Administration:_
- Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials to maintain a culture and operation of risk management
**Skills & Qualifications**:
- At least 3 years’ experience in the financial services industry
- Excellent verbal and written communication skills in English
- Strong organizational skills
- Ability to take initiative and work independently
- Understanding of industry compliance regulations
- Strict attention to detail
- The ability to multi-task
- Excellent organizational and time management skills
- Ability to quickly learn new technologies and programs
**Education**:
- An undergraduate and/or postgraduate degree in Business/Economics or related field
- Successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook
- Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative
-
Store Associate
4 days ago
Burlington, Ontario, Canada Sherwin-Williams Full timeThis position is essential to the success of our retail stores. Store associates work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates are also expected to promptly resolve any customer concerns and ensure maximum client...
-
Shipping Associate
3 days ago
Burlington, Canada U.S. Air compressor Full time**Shipping Associate** **Job brief** We are looking for an experienced **Shipping Associate** to manage daily shipping and distribution operations in Canada and in the USA. You will be the one to ensure complete orders are shipped and delivered in a timely manner. A successful shipping associate is analytical, well-organized and excels in communication....
-
consumables associate
2 days ago
Burlington, Ontario, Canada Walmart Full timePosition Summary...Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service champion that contributes to the high-volume, fast-paced flow of merchandise from the backroom to the salesfloor. This Associate will function as part of a team to stock and...
-
Risk Associate
3 days ago
Burlington, Canada Aritzia Full time**THE DEPARTMENT** Our Enterprise Risk Management department is responsible for minimizing loss while respecting people, brand and operations. **THE OPPORTUNITY** With a special focus on merchandise security, our Risk Associate supports the Store team in delivering an outstanding customer experience while encouraging a safe and secure store...
-
Store Operations Associate
2 weeks ago
Burlington, Canada Giant Tiger Full timeAbout this Opportunity Recognized as an Employer of Choice, Giant Tiger’s retail stores provide dynamic work environments with many opportunities for a fulfilling career. We are a Canadian owned and operated retailer (and proud of it!), with a strong commitment to the community, and over 60 years of success. If you are looking for a challenging and...
-
Warehouse Associate
2 weeks ago
Burlington, Canada Detail K2 Inc Full timeDescription: Job Title**:Warehouse Associate** Division**:Operations** Salary Grade: Supervisor Title**:Manager, Warehouse** **Job Summary** **Warehouse associates** are adaptable employees leveraging different skills to perform a variety of tasks within the warehouse. The warehouse staff is the backbone of our business, and the work they do allows other...
-
Warehouse Associate
6 days ago
Burlington, Canada Vallen Distribution Inc. Full timeWhy Join our Team? At Vallen, we embrace what makes us unique. We thrive on the diversity of our associates and the different ways each of us contributes to Vallen’s success. We pride ourselves on being an inclusive company that values the growth of our associates. When you join Vallen, you become part of our winning team. Our vast network of connections...
-
Sales Associate
22 hours ago
Burlington, Canada 7-Eleven, Inc. Full timeOverview: The person who greets and helps customers in a local 7-Eleven is the most important person in the 7-Eleven corporation. Bar none. You are the face of our company. You are 7-Eleven to our customer. We rely on you to provide outstanding service; maintain a clean, customer-friendly environment; stock and merchandise products; and, naturally, operate...
-
Membership Associate
6 days ago
Burlington, Canada YMCA HamiltonBurlingtonBrantford Full time**Membership Associate** **Location**:Ron Edwards Family YMCA, 500 Drury Lane, Burlington, ON **Position Type**:Part-time, Hourly **Rate of Pay**:$17.20/hour **Position Description**: We believe that it is through the power of our amazing people that the #YSavesLives. By joining the Health, Fitness, Aquatics & Residence team, you will contribute to...
-
Sales Associate
4 days ago
Burlington, Canada Hudson's Bay Full time**Location**: Burlington, Ontario, Canada **Category**: Stores **Job Opened**: October 17th, 2024 **Education**: **Job Number**: R-110265 **Job Type**: Seasonal (Fixed Term) (Seasonal) **Remote**: No **Address**: 777 Guelph Line Lead a Brilliant Career. Bring your authentic self to work everyday, and help our customers express themselves, style their...