Base: $52,700 - $74,400 cad; bonus/equity: not spe...
Investment representative license with ciro
Bilingual french and english proficiency
Client account documentation preparation
This role offers dedicated specialized administrative support to Investment Advisors while maintaining active participation in client portfolio decisions
Job Summary
This role offers dedicated specialized administrative support to Investment Advisors while maintaining active participation in client portfolio decisions.
Candidates must be licensed as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO) and possess bilingual French/English skills.
The position includes preparing documentation for client meetings, creating account analysis reports, and ensuring strict adherence to compliance requirements.
Matching Summary
This role offers dedicated specialized administrative support to Investment Advisors while maintaining active participation in client portfolio decisions.
Salary
Base: $52,700 - $74,400 CAD; Bonus/Equity: Not specified; Benefits: Health, well-being, savings, retirement programs included
Skills & Requirements
Must-have
Investment Representative license with CIRO
Bilingual French and English proficiency
Client account documentation preparation
Compliance adherence for marketing materials
Lead generation and referral coding
Nice-to-have
Attention to detail and exacting standards
Willingness to mentor clients on products
Ability to identify referral opportunities
Strong interpersonal communication skills
Proactive team collaboration mindset
Key Requirements
Undergraduate degree or community college diploma preferred
Investment Representative (IR) license with CIRO required