Job Overview
We are an established, CI Assante Wealth Management advisory team located in West Edmonton looking for a securities-licensed assistant to provide exceptional support to a growing practice.
In this key role, you will be the vital support system that helps clients achieve their financial goals while ensuring compliance with industry regulations. Your proactive approach and keen attention to detail will empower the advisor to deliver exceptional service, streamline operations, and foster long-term client relationships. This position offers a fantastic opportunity to grow your expertise in investment strategies, accounting practices, and comprehensive financial planning within a collaborative environment.
Duties
- Assist the Financial Advisor in preparing and reviewing client financial plans, investment portfolios, and account documentation
- Manage client appointments, follow-ups, and communication to ensure timely and accurate information flow
- Handle account opening procedures, updates, and maintenance with precision and adherence to regulatory standards
- Support the preparation of reports related to investments, cash flow analysis, and financial summaries
- Ensure all client records are organized, up-to-date, and compliant with industry regulations and privacy standards
- Coordinate with custodians, fund companies, and other financial institutions for transaction processing and account servicing
- Maintain a thorough understanding of investment products, financial services offerings, and relevant accounting principles to provide informed support
Qualifications
- Valid CIRO securities license as a Registered Assistant or equivalent certification in financial services or related field
- Proven experience supporting financial advisors or within a financial services environment
- Strong knowledge of accounting principles, investment products, and industry regulations
- Excellent organizational skills with meticulous attention to detail in document management and data entry
- Effective communication skills for interacting with clients, team members, and external partners
- Ability to handle sensitive information discreetly while maintaining confidentiality
- Preferred expertise with Microsoft Office and CRM systems
Embark on a rewarding career path where your dedication fuels client success! We are committed to fostering an inclusive environment that values your growth in finance. Join us to be part of a vibrant team dedicated to delivering exceptional financial guidance through energy, expertise, and integrity.
Pay: $60,000.00-$80,000.00 per year
Benefits:
- Dental care
- Life insurance
- On-site parking
- Paid time off
Experience:
- Financial services: 3 years (required)
Licence/Certification:
- CIRO Securities License (required)
Work Location: In person
