Investment Advisor Associate
Investment Advisor Associate
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Job Description
Investment Advisor Associate Toronto
This role is an associate position to support our financial advisor client. A well established advisor with a private wealth management firm in Toronto.
The outstanding financial associate will be one whose expertise in accurate reporting and efficient account management and an established understanding of private wealth management is widely accepted.
Who you are:
A detail oriented experienced associate with
exceptional collaboration and communication skills
superb organizational skills
great analytical and problemsolving abilities
extensive knowledge of accounting procedures and standards
proficiency in integrated financial management software
observes best practices in financial management and experience in a similar environment
Duties:
manage account records
analyze financial data
manage account records
update financial spreadsheets reports and accounting discrepancies
preparing reports
organize and conduct presentations for clients
manage day to day financial procedures
Qualifications:
C.S.C.
3 to 4 years experience or more working as a financial associate
Bacherlors degree in the finance or accounting would be considered a plus
The firm offers a great medical package R.R.S.P. matching an opportunity to participate in a bonus pool and a great opportunity to grow within the firm.
Required Experience:
IC
Employment Type
Full-Time
