Investment Advisor Assistant salaries in Dorval, QC

Handle incoming and outgoing phone calls with clients; We also support internal promotion and community involvement. Maintain Financial Advisor files; and.

Provide excellent client service to all inquiries, including quotes and client account related inquiries. This role will support a team of Investment Advisors/…

Handle incoming and outgoing phone calls with clients; We also support internal promotion and community involvement.

$50,000–$55,000 a year

Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience, in addition to a minimum 5+ years…

$58,000–$72,500 a year

Health and wellness program focused on four key pillars including physical, mental, social and financial). In addition to base salary, this role is eligible for…

$55,000–$65,000 a year

Préparer et personnaliser les rapports sur le portefeuille des clients et clientes, les documents de présentation, les propositions et les ordres du jour des…

$79,000–$90,000 a year