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Sales Assistant (IIROC Licensed) – Calgary, AB

by Executive Solutions  |  17.08.20 | 14:26

Our client, a Calgary based investment firm is in search for a licensed Sales Assistant to join their Private Client Sales Team. The successful candidate will be a professional individual with excellent organizational skills, the ability to multi-task and enjoy interaction with clients and other team members.

Main Duties:

  • Providing support to the Investment Advisors in all aspects of the business.
  • Processing paperwork for opening accounts, trade execution, client communication including processing their requests for cheque withdrawals; security or funds transfers.
  • Maintaining and enhancing client relationships while assisting Investment Advisors with efficient quality support.

Qualifications:

  • Knowledgeable about investment products, compliance regulations and operations procedures.
  • Working knowledge of Broadridge/Dataphile and Fidessa trading system is an asset.
  • Advanced attention to detail.
  • The candidate must be IIROC registered as either a Registered Representative (preferred) or an Investment Representative.

If you meet all of the qualifications and believe this role could be perfect for you, send your resume to: resume@executivesolutions.ca

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