Associate Investment Advisor
Branch name:
An independent branch of Assante Capital Management Ltd.
Branch location:
Dorval, Qc
Posting date:
Dec 15, 2020
Application deadline:
Apr 30, 2021
Hours per week:
Full time
Contact:
Joseph El-Khoury
Job description
A prestigious financial institution in Montreal’s West Island is looking for a motivated and qualified individual to join their successful and driven team of advisors. This is a great opportunity for those looking to start a career in the financial services industry.
Responsibilities
- Help assess client investment needs to provide customized investment advice, sales and support
- Support the Investment Advisor in prospecting for new clients and marketing initiatives
- Advise clients of investment opportunities as directed
- Investigate and resolve enquiries and complaints related to accounts
- Advise clients on matters relating to dividends and interest
- Maintain up to date and accurate client files
Qualifications
- Successful completion of the Canadian Securities Course, with current Registered Representative with IIROC
Skills and abilities
- Fluently bilingual, written and verbal (French and English)
- Strong knowledge of the financial industry
- Ability to build strong relationships with clients
- Strong computer knowledge (Word, Excel, Outlook) and industry software
- High standards and attention to detail while following procedures
- Excellent organizational, interpersonal, written and verbal skills
- An enthusiastic team player with the ability to build team and client relationships
- Works well under pressure and meets required deadlines
- Solid understanding of investment portfolios and current knowledge of daily market activities
- Current up to date knowledge of compliance issues
Education/training
- Post-Secondary Education
Additional notes
Please apply with your current resume to: jelkhoury@assante.com
We thank all applicants for their interest; however only those selected for an interview will be contacted.