Your main challenges:

• Execute programs to buy and sell securities in order to align portfolios with their investment policy.
• Prepare reports to analyze client accounts under management (asset allocation and performance).
• Verify and carry out deposit and withdrawal instructions, account coding and systematic investment plan monitoring.
• Help portfolio managers provide high-quality customer service to different stakeholders.
• Identify operational issues with the UMA platform and make recommendations to resolve them.
• Monitor discretionary accounts as needed.

• Bachelor's degree in Finance or a related discipline and four years of relevant experience
• Canadian Securities Course and Conduct and Practices Handbook Course

• Good knowledge of financial markets and the retail financial advisory services industry
• Knowledge of Croesus, an asset
• Organizational and priority management skills
• Good analytical skills, ability to summarize information, curiosity and creativity
• Ability to offer quick and efficient service
• Bilingualism, both spoken and written (English and French), essential

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

• Health and wellness program, including many benefits
• Flexible group insurance
• Defined benefit pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferred banking services
• Volunteer program
• Telemedicine
• Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.