Job Order Detail

Description

David Aplin Group, one of Canada's Best Managed Companies, has partnered with our client to recruit an Associate Wealth Advisor based in downtown Saskatoon.

The Role:

Assist Investment Advisors with processing and confirming client transactions as well as developing financial plans
Deal directly with all the clients, provides quotes and execute trading orders
Maintain account lists and compile statistical information and reports
Process and follow-up on client documentation for proper maintenance of accounts
Assist with servicing existing clients and prospecting for new clients and identifying new business opportunities
Explain products and services recommended to clients and respond to general questions
Perform various admin duties and conduct research as required

The Ideal Candidate:

1 - 2 years' of securities industry and marketing experience
Completion of CSC and CPH
Detail-oriented and organized
Demonstrated ability to meet deadlines and work under pressure with a strong ability to multi-task
Strong interpersonal skills, with the ability to work effectively with employees and clients at all levels
Excellent verbal and written communication skills
Strong initiative and ability to work effectively without supervision
Intermediate MS Office skills (Word, Excel and Outlook)

This is  a great opportunity to learn and grow with a strong team of professionals that want to see you succeed. This organization offers strong brand recognition, a committed group of supportive colleagues and a flexible work environment.