Found Description
Support the growth of a leading financial advisory office in Toronto as an Investment Advisor Support Associate. Contribute your expertise in financial services and ensure top-tier client experiences.
In this position, you will play a pivotal role in assisting investment advisors, managing transactions, and preparing detailed reports. Your focus will be on providing proactive client support, executing financial operations, and adhering to compliance standards while thriving in a busy, collaborative environment.
Key Responsibilities:
• Execute transactions and manage reports for investment advisors
• Prepare financial plans, evaluations, and client summaries
• Direct client communications and manage tax-related documentation
• Oversee team email and ensure workflow efficiency
• Maintain compliance with industry regulations and guidelines
Requirements:
• Minimum 3 years of experience in the financial services sector
• Licensed as an Investment Representative...
In this position, you will play a pivotal role in assisting investment advisors, managing transactions, and preparing detailed reports. Your focus will be on providing proactive client support, executing financial operations, and adhering to compliance standards while thriving in a busy, collaborative environment.
Key Responsibilities:
• Execute transactions and manage reports for investment advisors
• Prepare financial plans, evaluations, and client summaries
• Direct client communications and manage tax-related documentation
• Oversee team email and ensure workflow efficiency
• Maintain compliance with industry regulations and guidelines
Requirements:
• Minimum 3 years of experience in the financial services sector
• Licensed as an Investment Representative...
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