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.