Investment Advisor
2 days ago
This is with one of our financial client. We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services environment. Key Responsibilities Act as the first point of contact for client inquiries and service requests Support advisors with account openings, maintenance, and documentation Enter and process trades under advisor direction Schedule and coordinate client and advisor meetings Maintain accurate client records in Salesforce CRM Liaise with head/back office teams to ensure smooth processing Provide high-quality administrative and client service support Required Qualifications CSC and CPH certifications (mandatory) 1+ year experience supporting an Investment Advisor Experience within a Mutual Fund Dealer, Investment Dealer, or Financial Institution Proficiency with Microsoft Office (Outlook, Excel, Word, PowerPoint) Strong organizational, time management, and communication skills Experience using CRM systems (Salesforce preferred) Nice to Have French language skills Power BI experience About Us: Collabera is a leading Digital Solutions company providing software engineering solutions to the world’s most tech-forward organizations. With more than 25 years of experience, we have hired over 17000 employees across 60+ offices globally and currently place 10000+ professionals annually to support critical IT engagements at more than 500 client sites, 80% being the Fortune 500. {and 59% of the Fortune 50 (could use either stat)} With Collabera, you • Will get to work on numerous challenging and exciting projects, including UI/UX transformation, Blockchain, AI/Data Science, Cloud migrations, Cyber-Security and Engineering. • At Collabera you have 80% chances of project extension or redeployment to other clients • Will have endless opportunities to learn new technologies through our inhouse Training arm – Cognixia.
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Investment Advisor
1 day ago
Ottawa, Canada Collabera Full timeThis is with one of our financial client. We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services...
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Investment Advisor
2 days ago
Ottawa, Canada Collabera Full timeThis is with one of our financial client.We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services...
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Investment Advisor
1 day ago
ottawa, Canada Collabera Full timeThis is with one of our financial client.We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services...
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Investment Advisor
3 weeks ago
Ottawa, Canada RBC Dominion Securities Full timeInvestment Advisor at RBC Dominion Securities Investment Advisor at RBC Dominion Securities . Grow your business, your way – with RBC. As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their financial goals while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training,...
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Investment Advisor
2 days ago
Ottawa, ON, Canada Collabera Full timeThis is with one of our financial client. We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services...
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Investment Advisor
1 day ago
Ottawa, ON, Canada Collabera Full timeThis is with one of our financial client. We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services...
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Investment Advisor Assistant
1 week ago
Ottawa, Ontario, Canada Collabera Full timeThis is with one of our financial client.We are seeking aLicensed Assistant IIto support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services...
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Investment Advisor
3 weeks ago
Ottawa, Canada RBC Full timeJob Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...
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Investment Advisor
2 weeks ago
Ottawa, Canada Royal Bank of Canada> Full timeJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...
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Investment Advisor
2 weeks ago
Ottawa, Canada Royal Bank of Canada> Full timeJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...
