REQUIREMENTS:

• 2 years of experience in the dealer investment space or wealth management sector
• CFP or CSC certification
• Post-secondary completion in finance
• Intermediate user of MS Excel

ADVISOR SUPPORT ROLE OPEN NOW! PERMANENT OPPORTUNITY IN CALGARY.

Agilus is recruiting for an Advisor Associate in the dealer investment industry in Calgary, Alberta.
We’re working with our client to help them hire an individual for their team in Calgary. Perfect person for this role is detail-oriented, client focused, and has their CFP or CSC certification.

RESPONSIBILITIES:

• Meeting preparation
• Preparing and updating form sets and paperwork
• Provide client customer service and update client data
• Financial trade forms and trade tickets
• Placing trades in trading platform
• Research projects