Markham Investment Advisor Assistant Position

Pursue a rewarding career as an Investment Advisor Assistant in Markham, with a pay rate of CAD  per hour. Collaborate with a team to prioritize client relationships and streamline wealth management activities.

As a full-time assistant, you will work alongside Investment Advisors, processing client transactions and ensuring seamless communication.

Your role will involve executing trading orders and maintaining accurate account documentation while participating in initiatives to expand the wealth business.

Key Responsibilities:

• Process and confirm transactions for clients

• Execute trading orders and provide necessary quotes

• Maintain accurate lists of client accounts

• Compile reports on statistical information

• Engage in marketing efforts to support business growth

Requirements:

• Fluency in English and Mandarin is essential

• Must possess a valid work visa

• Welcome students and new immigrants

• Experience in documentation and client interaction

• Strong communication skills in both languages

Play a crucial role in enhancing client relations and wealth management success.
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