You will assist the Branch Manager / Portfolio Manager with providing comprehensive administrative service to their clients. You will be part of a dynamic full team of 2 advisors and 7 support staff working out of 2 offices, able to work collectively towards providing excellent client service. You will be working just in the Barrie office location. This is a contract full-time position with a competitive compensation and benefits package.
Specifically, you will:
To qualify for this opportunity, you possess:
Industry licensing is mandatory for this position. If you are not already licensed, you may become CSC licensed within 6 months – complete the CSC, CPH and in-house training program. Completion of the CSC leads to increased compensation.
Job
Wealth management
Primary Location
CA-ON-Barrie-Barrie
Organization
PCG IFS
Schedule
Full-time
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