Job Description
Become an integral part of a top financial advisory team in downtown Toronto as an Associate. Use your financial services experience to enhance operations and client support.
As an Associate, you will support investment advisors, manage client transactions, and prepare critical reports to forecast financial plans and evaluate portfolios. Your role will also emphasize client communications and compliance adherence, ensuring high standards of client service while maintaining organized workflows in a dynamic office setting.
Key Responsibilities:
• Assist in the preparation of investment proposals and evaluations
• Execute and manage transactions for clients seamlessly
• Analyze client reports on investments and cash flows
• Communicate effectively with clients and account for tax processes
• Oversee team email communication and task accountability
Requirements:
• At least 3 years of financial industry experience
• CIRO licensed as an Investment Representative...
As an Associate, you will support investment advisors, manage client transactions, and prepare critical reports to forecast financial plans and evaluate portfolios. Your role will also emphasize client communications and compliance adherence, ensuring high standards of client service while maintaining organized workflows in a dynamic office setting.
Key Responsibilities:
• Assist in the preparation of investment proposals and evaluations
• Execute and manage transactions for clients seamlessly
• Analyze client reports on investments and cash flows
• Communicate effectively with clients and account for tax processes
• Oversee team email communication and task accountability
Requirements:
• At least 3 years of financial industry experience
• CIRO licensed as an Investment Representative...