Licensed Wealth Manager – Sales AssistantÂ
- Process and follow-up on security transactions and transfers;
- Manage incoming and outgoing phone calls with clients;
- Foster and support client relationships;
- Open accounts and manage all documentation requirements;
- Update accounts and create bi-annual portfolio reviews;
- Foster and support client relationships by liaising with clients, respond to requests and proactive problem solving;
- Be involved in preparing correspondence and reports, event planning and coordination;
- Review and process all cheques, banking and stock certificates from clients;
- Maintain Financial Advisor files and other general office duties.
Qualifications:
- A minimum of 2 years investment industry experience;
- Life and A&S licensed
- Completion of the Canadian Securities course as well as the Conducts and Practices Handbook;
- Experience with Dataphile is a definite asset;
- Superior customer service skills;
- Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook), Internet Explorer and CRM
- Excellent verbal and written communication skills;
- The ability to work in a team environment and demonstrate a professional and friendly manner;
- Strong organizational and problem solving skills;
- Attention to detail.
