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    Corporate Controller - Vancouver, BC, Canada - Impact Recruitment Ltd

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    $50,000 - $60,000
    Description

    If you have or plan to do the Canadian Security Course or Conduct and Practice Handbook Course, it is an asset.

    Our client is one of the biggest multinational financial services firms in North America, with offices across Canada and the US.

    They provide financial services to corporations, individuals, and municipalities.

    You'll be responsible for managing all aspects of transition and planning support of the new Financial Advisor's book of clients to our services and ensuring a smooth transition/transfer.

    Acting as the liaison between the home office and new financial advisors/agents, you will be overseeing their onboarding process and providing skilled and professional planning support on the policies and procedures relating to operations, compliance, marketing, technology, investment products, and general business issues.

    Understand and translate information on the procedures and policies relating to compliance, operations, marketing, investment products, technology, and general business issues to transitioning Financial Advisors.

    Create and monitor transition checklists and communicate the progress of these to the supervisor.
    Special projects.
    2+ years of experience in the Investment Brokerage or Wealth Management Industry
    Completion of Conduct and Practice Handbook Course (CPH) or Canadian Securities Course (CSC) or Investment Representative licensing.
    Knowledge of Dataphile is an asset.
    Willing to travel and ability to support other teams on a remote basis.
    Bilingual French is an asset.
    Annual salary $50,000 - $60,000 and overtime pay. We take the time to thoroughly understand your technical abilities, your career goals, and you.

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