This position reports to the Regional Manager.  More specifically, your role in the team will be to:

• Support Investment Advisors in providing superior customer service and be available to answer client requests in person, on the phone and by email.
• Participate in activities to support Investment Advisors in their business development.
• Execute unsolicited transactions, buying and selling of securities and transaction adjustments, if applicable.
• Carry out instructions such as deposits, withdrawals, transfers and currency conversions for all investment accounts and ensure a rigorous follow-up.
• Analyze, open and update client files.
• Generate portfolio management reports.
• Implement efficient procedures for the administration of client files.
• Manage the advisors’ agenda, book appointments and prepare for client meetings.
• Provide clients with information on tax slips and other documents.
• Assist clients in the use of our digital banking services.
• Carry out all other related tasks.

• Completed College and/or University diploma in a related field
• Two years' relevant experience in the banking, insurance and/or financial industry
• Successful completion of the Canadian Securities Course and/or Conduct and Practices Handbook Course
• Excellent knowledge of the Microsoft Office Suite
• Ability to adapt to change
• Organizational and priority management skills
• Ability to work under pressure
• Be autonomous, energetic and disciplined
• Bilingualism (French & English) might be required only in certain regions