Finance Canada Jobs

• Account documentation management;
• Account openings – confirming with the client; following through with signatures and processing with the back office;
• Ensuring all clients’ accounts are up-to-date;
• Executing client trades with utmost accuracy and ensuring timely settlement;
• Client communication – daily, by telephone and written communication;
• Administrating account statements – monthly, by email;
• Commission reconciliation and interest rate calculations;
• Liaising with the corporate back office to complete client inquiries and requests;
• Anticipating and identifying potential complications and finding appropriate solutions;
• Depositing client cheques;
• Monthly reporting to the team;

To Qualify for This Opportunity, You Possess The Following:

• An undergraduate degree in Business, Accounting, and/or Finance;
• Preferably 2-3 years of professional work experience in a related role;
• Flexibility and adaptability to a dynamic, oftentimes fast-paced environment;
• Attention to detail;
• Superior interpersonal skills with both clients and colleagues;
• High level of professionalism;
• Ability to prioritize, multitask, work within time constraints, and follow-up;
• Aptitude with numbers;
• Excellent telephone demeanor;
• Ability to learn quickly and make sound, timely decisions;
• Able to present a polished appearance in a business formal environment;
• Must be already licensed or willing to complete Investment Advisor (IA) License, while working full-time (See Canadian Securities Institute);
• Experience with Dataphile, Thomson, Bloomberg, Microsoft Office & Salesforce is an asset.
• Bi-lingual or Multi-lingual is considered an asset;