CI Assante Wealth Management Looking for Assistant to Senior Financial Advisor at Toronto, Ontario, Canada Full Time

Job Description

• Provide administrative support to the Financial Advisor in his daily activities.
• Prepare documents and forms, processing daily business.
• Follow-up on the processing of documents, such as KYC, Transfer requests, Applications, and compliance-related documents.
• Update and maintain Excel client spreadsheet (Client performance tracking).
• Mail/E-mail clients with Assante’s marketing and compliance materials.
• Co-managed CRM software, updating all the relevant info about the clients and keeping a log of all client interactions (ACT! training provided).
• Maintain and edit the advisor’s webpage and web presence (LinkedIn and Google Analytics).
• Social Media skills are a plus.
• All activities must comply with the standard operations procedures of a CIRO (formerly IIROC) brokerage firm/investment dealer.

Skills

• Minimum 2 years experience in an IIROC / MFDA / CIRO dealer firm
• Strong verbal, telephone & interpersonal skills.
• Must be very detail-orientated and good with numbers.
• Direct financial planning services experience with Mutual Funds, ETFs, and Life Insurance.
• Solid computer skills; Excel, LinkedIn good at learning new software Apps.
• Software: ACT!, Salesforce, SmartDox, and DocuSign experience is a plus, will train on the job.

Stable, friendly branch office in a large company. Independent work in a team environment. Flex hours accommodating family responsibilities. Working on-site is required, remote working is not an option at this time.

Company Description

Financial services Including RRSP, TFSA, Mutual Funds, ETFs, securities, Life Insurance, Critical Illness Insurance, Extended health benefits, and Retirement Planning.

Financial services Including RRSP, TFSA, Mutual Funds, ETFs, securities, Life Insurance, Critical Illness Insurance, Extended health benefits, and Retirement Planning.