Senior Wealth Management Professional - Montreal - beBeeCustomerFocus

    beBeeCustomerFocus
    beBeeCustomerFocus Montreal

    2 weeks ago

    Job title: Advisor, Securities

    Description

    Investment Assistant

    We are seeking a highly skilled Investment Assistant to join our team. As an Investment Assistant, you will play a key role in serving members and clients, prospecting for new business opportunities, and developing personalized solutions to meet their needs.

    • You will work closely with support services to resolve everyday operational issues and provide administrative assistance in compliance, budget monitoring, and management of administrative staff.
    • Your responsibilities will include supervising the deposit of client cheques, handling complex operational tasks such as interest management for new issues, and recruiting/hiring administrative staff for your branch or branches.

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