You will work closely with the Portfolio Manager and entire team, providing comprehensive administrative and portfolio management services to the team and clients. This is a permanent full-time position with a competitive compensation and benefits package.
Mandatory Licensing Requirements to apply for position:
Limited overview of Administration, BA, Marketing, Insurance and US account duties as back-up:
Periodic safety and light office duties, as needed:
More focused on these responsibilities after oriented with team duties:
To qualify for this opportunity, you possess:
Advantageous Designations and Additional Licensing:
Support is provided to cover some costs of all required licensing and applicable financial designations, as well as on-going focused professional career development, if you are a successful candidate.
This is an opportunity to develop into a full Financial Advisor/Portfolio Manager in this position, after demonstrating competence and mastery of key skills, and take over the business in time.
Job
Wealth management
Primary Location
CA-ON-Barrie-Barrie
Organization
PCG IFS
Schedule
Full-time
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