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Jobs Search
Start Date
Immediate
Expiry Date
24 Apr, 25
Salary
0.0
Posted On
25 Jan, 25
Experience
1 year(s) or above
Remote Job
No
Telecommute
No
Sponsor Visa
No
Skills
Communication Skills, French, Investments, Disability Insurance, Microsoft Excel, English, Microsoft Word, Crm Software
Industry
Financial Services
IINVESTMENT SERVICE COORDINATOR:
We are a well-established Financial Planning firm with multiple advisors working Monday to Friday with office hours of 8:30AM to 5:00PM. No evenings or weekends.
We are looking for a FULL TIME Investment assistant to coordinate, process, and facilitate trades and transactions within investment portfolio’s.
Please note due to the complex nature of this position, Experience in the Investment processing industry is a prerequisite. Knowledge of the following components is absolutely vital:
Investment products and how they work such as TFSA’s RRSP’s, RESP Grants and Government forms, FHSA, Basic knowledge on investment funds, Application paperwork for Seg fund TFSA’s, RRSP’s, RESP’s is an asset.
Please note this is a support role for the advisors that are in the office.
Responsibilities include but are not limited to:
SKILLS AND QUALIFICATIONS:
Benefits:
Schedule:
Experience:
Location:
Work Location: In person
Job Type: Full-time
Benefits:
Schedule:
Experience:
Location:
Work Location: In person
Job Type: Full-time
Benefits:
Schedule:
Experience:
Location:
Work Location: In perso