Found Description
Drive client satisfaction as a Securities Advisor in a flexible hybrid environment. Leverage your expertise in investment products to cultivate robust client relationships.
As a Securities Advisor, you will play a crucial role in providing investment assistance and developing business relationships. This position entails selling securities products via various channels, with responsibilities also encompassing compliance management and support staff supervision. Strong bilingual communication skills are essential to fulfill your role effectively.
Key Responsibilities:
• Provide administrative support in compliance and branch management
• Collaborate with services to manage operational challenges
• Oversee the deposit and management of client cheques
• Recruit and onboard administrative staff for efficiency
• Propose integrated solutions to meet client needs
Requirements:
• Minimum two years of relevant experience needed
• College diploma or equivalent quali...
As a Securities Advisor, you will play a crucial role in providing investment assistance and developing business relationships. This position entails selling securities products via various channels, with responsibilities also encompassing compliance management and support staff supervision. Strong bilingual communication skills are essential to fulfill your role effectively.
Key Responsibilities:
• Provide administrative support in compliance and branch management
• Collaborate with services to manage operational challenges
• Oversee the deposit and management of client cheques
• Recruit and onboard administrative staff for efficiency
• Propose integrated solutions to meet client needs
Requirements:
• Minimum two years of relevant experience needed
• College diploma or equivalent quali...
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