Advisor, Securities - Pointe-Claire

Only for registered members Pointe-Claire, Canada

1 week ago

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Advisor Job summary As an investment assistant you play hands on role supporting advisors by performing administrative tasks involved in securities account management You have leadership to handle daily requests perform tasks as instructed in accordance with high quality standards Highly developed interpersonal skills are essential In your actions you strive to meet needs of members clients while ensuring their full satisfaction business growth sound risk compliance management adherence current practices policies
  • Prepare necessary documentation member client meetings
  • Manage advisors calendars voicemail
  • Complete account openings forms securities transactions directed advisor(s)

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