Hybrid Financial Services Assistant

Posted 3 weeks ago

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About the role

  • Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
  • Help sell securities products and services through various distribution channels.
  • Drive results to handle special information requests from clients and promote products.
  • Provide administrative assistance in compliance and budget monitoring to branch manager.
  • Supervise deposit of client cheques and handle complex operational tasks.

Requirements

  • Attestation of Collegial Studies
  • A minimum of three years of relevant experience
  • Mutual fund representative certificate – Autorité des marchés financiers
  • Knowledge of French is required

Benefits

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment

Job title

Financial Services Assistant

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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