campbell river, bc licensed financial services assistant Jobs – 2 Openings This Week

Licensed Financial Services Assistant
People Exchange on behalf of SISIP Financial —Comox, BC
- $21–$28 an hour
- Full-time
- Financial services
- In-person
- Dental care
- Paid time off
Quick apply
6d
Licensed Financial Services Assistant
CFMWS —Comox, BC
- $20.75–$27.64 an hour
- Monday to Friday
- Bilingual
- English
- Administrative experience
- Disability insurance
- Dental care
10d

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Licensed Administrative Assistant – Yorkville Office
Rosen Group Private Wealth Management —Toronto, ON
Valid license as an Administrative Assistant in the financial services sector. Support business development efforts by assisting in prospecting activities and…
$40–$50 an hour
Quick apply
5d
Sales Assistant
Leede Financial Inc. —Toronto, ON
Provide operational and administrative support to investment advisors, including processing client transactions and documentation in accordance with firm…
$50,000–$55,000 a year
Quick apply
5d

Show more jobs in cities nearby

I want to receive the latest job alerts for licensed financial services assistant in campbell river, bc

By signing in to your account, you agree to Workopolis's Terms of Service and consent to our Cookie and Privacy Policy.

Licensed Financial Services Assistant

People Exchange on behalf of SISIP Financial
Comox, BC

Quick apply

Job details

Permanent | Full-time
6 days ago

Benefits

Extended health care
Dental care
Paid time off
Company pension
Company events
Life insurance

Skills

Financial services
CSC

Full job description

SISIP Financials’ core mission is to contribute to the operational readiness of the Canadian Armed Forces (CAF) by providing tailored advice and solutions that enhance the financial health and security of the members of the CAF Community and their families. SISIP Financial is a division of the Canadian Forces Morale & Welfare Services (CFMWS).

If you are seeking an opportunity with purpose and to serve those who serve Canadians, we are growing our advisory team and seek professionals who thrive in a collaborative work environment committed to continuous improvement, personal growth, and professional development.

This is an onsite role, Monday to Friday, 8am to 4pm.

Responsibilities

Support clients on implementing investment strategies to assist them in achieving their goals.
Assist in client discovery process through pre-meeting information gathering and subsequent delivery to advisor.
Greet clients and potential clients, ascertain nature of business and direct to the appropriate person or determine needs and/or start next phase.
Organize marketing activities on behalf of advisory professionals.
Support business growth of assigned branches through outbound calls, prepare client/prospect call lists and track progress, as required.
Print and review client reports, follow-up on client enquiries, account maintenance, retrieval of tax receipts.
Organize and maintain a client (prospects and existing) database and marketing materials.
Liaise with clients, advisors, and fund companies to facilitate trade requests.
Process Mutual Fund order entry forms – redemptions, switches, and purchases and transfers.
Assist with the set-up of client files and ongoing maintenance of the accounts including proactively booking reviews and Know Your Customer (KYC) updates.
Ensure accounts are set up correctly as per New Account Application Form (NAAFs).
Process financial and non-financial mutual fund transactions and orders.
Assist with book transfer process, as required.
Follow up with mutual fund companies for issue resolution.
Collaborate with Compliance Officer for deficiency resolution.
Comply with regulatory, legal, and ethical requirements ensuring proper protocols when processing requests.
Ensure the security and confidentiality of information.

Qualifications

Experience in financial services, banking, wealth management, office/business administration or a related field
Mutual Fund Dealers Association of Canada (MFDA) License
Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFC), an asset

Job Types: Full-time, Permanent

Pay: $21.00-$28.00 per hour

Benefits:

Company events
Company pension
Dental care
Extended health care
Life insurance
Paid time off

Work Location: In person

Quick apply

Refine Your Search

licensed financial services assistant jobs in campbell river, bc

Licensed Financial Services Assistant

Licensed Financial Services Assistant

Explore jobs in cities nearby

I want to receive the latest job alerts for licensed financial services assistant in campbell river, bc

Job seeker tools

Employer Tools

Browse

Stay Connected