Assistant Investment Advisor

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Assistant Investment Advisor

Dorval
Insurance
23523

Our client, a company specializing in wealth management, is currently looking for an Assistant Investment Advisor to join their team! 

Full time. Permanent position. 

Apply now

Responsibilities

  • Provide support and assistance to the Investment Advisor in the day-to-day management of operations; 
  • Carry out transactions according to clients' instructions;
  • Prepare financial documents and presentations for clients; 
  • Handle telephone and e-mail communications with English-speaking clients; 
  • Complete account transfers; 
  • Prepare portfolio analyses; 
  • Perform all other related tasks. 

Requirements

  • Training on Securities Trading in Canada ; 
  • IQPF designation; 
  • Knowledge of finance and personal insurance ; 
  • Excellent customer service; 
  • Bilingualism in French and English.

Are you the right fit for this opportunity? Apply today!

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