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Investment Assistant – Bilingual

excelHR

This is a Full-time position in Ottawa, ON posted September 13, 2018.

Investment Assistant needed for our wealth management client located here in Ottawa.

The ideal candidate will be securities licensed through IIROC having completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH), with 3+ years’ of working experience in an investment firm. This person will be apart of the investment team and provide exceptional customer service to the firms clients. This client services clients both in Ontario and in Quebec and requires their team to be fluently bilingual. The successful candidate must be able to communicate (written and spoken) at a high level in both English and French.

Roles and Responsibilities

Support the advisor in the regular review of client portfolios to identify client needs.
Gather research and product information from internal and external sources.
Following up with clients on missing documentation required as per the industry regulatory requirements.
Maintaining client files and information of the appropriate systems.
Provide marketing assistance by developing and distributing marketing materials, organizing client events, and more.
Additional duties as required.
Qualifications and Experience

Canadian Securities Course (CSC); completion of the CSC is mandatory
Fluently bilingual in French and English
Conduct and Practices Handbook (CPH); completion of the CPH is an asset
3-5 years’ of experience in an investment role within another financial firm

Education and Certifications

Minimum education required: University Degree or College Diploma

Skills Required

  • Education level: High school
  • Work experience (years): 3-5 years

Package

Salary: 45000.00-55000.00$ per hour

How to Apply