Junior Financial Advisor/Branch Administrator

1 week ago

Kitchener, Ontario, Canada 23c30cdb-4cfa-45ec-bc22-d84a59cfa5a6 Full time $60,000 - $70,000 per year

Are you looking for a challenging role as a team member with a successful team of Financial Advisors?

If this is you, then you need to apply for our full-time Junior Advisor/Branch Administrator role at our firm in Kitchener, Ontario.

Mondays through Fridays from 9:00am until 5:00pm

We provide over 500 families comprehensive Wealth Planning services. This role provides the opportunities of client interaction in person, over the phone and email, as well as Financial Advisor support in the areas of financial administration and business growth.

WHAT YOU WILL DO

  • Prepare meeting documents (meeting agendas) for advisor/client meetings
  • Assist Senior Advisors as needed (client phone calls, emails and paperwork)
  • Run client financial statements
  • Prepare and complete account applications and necessary forms when needed
  • Process financial trades, transfers and open accounts

WHAT YOU WILL BRING

  • Securities License (a must)
  • Post Secondary Education or equivalent combination of education and experience
  • Minimum of 3 years related experience (in the Financial Services Industry)
  • Financial Services & Accounting background
  • Business professional attire and conduct

YOUR STRENGHTS INCLUDE

  • Strong interpersonal and written/oral communication skills
  • Good working knowledge or Microsoft Windows (Excel, Word, Outlook & PowerPoint)
  • Strong administrative skills, accuracy and attention to detail

Benefits:

  • Extended health care
  • Vision care
  • Life insurance
  • Dental care
  • Disability insurance

Job Type: Full-time

Pay: $60,000.00-$70,000.00 per year

Benefits:

  • Dental care
  • Disability insurance
  • Extended health care
  • Life insurance
  • On-site parking
  • Vision care

Experience:

  • Financial Services Industry: 3 years (required)

Licence/Certification:

  • CSC (Canadian Securities Course (CSC) (required)

Work Location: In person

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