About this role
Role Overview
- Provide administrative support to the Investment Advisor team
- Engage in administrative processes related to client files
- Conduct marketing and business development activities
- Connect personally with clients to enhance relationships
- Support Investment Advisors in responding to client requests
Requirements
- Bilingual in French and English
- Strong organizational skills
- Experience in administrative support
- Proficiency in client engagement and relationship building
- Ability to maintain compliance standards
- Capability to conduct marketing and business development activities
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- A benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program