Found Description
Job Description
Position Overview
We are seeking an individual to join our team in the Montreal office. As an Associate the incumbent will contribute to growing the business by supporting the Investment Advisor(s), ensuring high-level client service, and providing dedicated specialized administrative support on diverse assignments.
Duties and Responsibilities
Investment Advisor Support
- Assist the Investment Advisor(s) in preparing and analyzing reports for clients including investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/reviews, and investment proposals.
- Manage the execution of transactions on behalf of the Advisor
Client Service
- Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage...